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#15: Peter Atwater: Welcome To The 'Backlash Era'
Superinvestors and the Art of Worldly Wisdom
How to Use Non-Consensus to Invest
John Hossman is one of the few mutual fund managers out there still trying to manage risk. He's taken a hell of a lot of criticism for it, but I can't think of a strategy that has greater under-confidence in it. And conversely, you know, when investors are overestimating risk, that's a good sign of under-confidence and good opportunity.
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