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Why This Billionaire Investor Thinks Value Investing is Back ft. Mark Holowesko

Raoul Pal: The Journey Man

CHAPTER

Navigating Value in a Changing Market

In this chapter, the speaker shares their journey from a corporate finance role to founding a personal investment firm, emphasizing a commitment to value investing. The discussion examines the shifting economic landscape, including the impact of rising interest rates and the transition towards robotics and renewable energy. Key insights into China's investment climate and the geopolitical implications surrounding Taiwan's semiconductor industry highlight the complexities of today's market.

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