#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets
Superinvestors and the Art of Worldly Wisdom
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The Importance of Overvalued Text Talks in Portfolios
Gafcal: Financial markets are priced for a continuation of deflation forever. He says it's hard to get inflation without rising oil prices, which tend to be the key driver. Gaf Cal: The portfolio that's done very well is owning overvalued text talks and hedged by overvalued bonds.
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