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Ep. 63 - NZS Capital: Complexity Investing

The Investing City Podcast

CHAPTER

Predicting the Future Is Virtually Null

The world operates on a really wide perameter of outcomes. We have no idea what to morrow holds, we just like to trick ourselves into thinking it's going to look a lot like what we just live through to day. So when you give up that illusion that you can predict the future, then how do you construct a portfolio? The heart of the philosophy is this resilience and optionality.

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