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17min chapter
Bathe Yourself In Indifference (guest: Marko Papic)
The Market Huddle
Blending Politics and Finance
This chapter emphasizes the importance of incorporating politics into financial decision making, discussing the role of macro hedge funds and the concept of geopolitical skepticism. It highlights the limitations of relying on outdated experts and the necessity of multiple data points and a mosaic approach in intelligence analysis.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode