Capital Ideas Podcast cover image

How to approach rainy-day investing in record-high markets

Capital Ideas Podcast

CHAPTER

Navigating Investment Challenges

This chapter examines strategic investment management during market downturns, emphasizing the need for thesis evaluation and decision-making in response to stock declines. It addresses the defensive investment mindset aimed at capital protection amidst evolving market conditions and competitive landscapes, particularly in the cable industry.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner