#319 Lessons from Brexit, Truss and Liberation Day
Word on the Street
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Navigating Market Volatility: Accountability in Investment
This chapter explores the behavior of fund managers during volatile market conditions, emphasizing their adherence to established philosophies and accountability mechanisms. It discusses the challenges of integrating macro views with stock selection and the intense nature of manager meetings focused on performance. The conversation also highlights the importance of reflecting on past experiences while navigating market uncertainties, suggesting a potential shift towards safer investments.
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