Why Invest? cover image

Macro Musings with the W1M Multi Asset team

Why Invest?

00:00

Variant Perception Drives Alpha

James presents the idea that investment edge comes from differing perceptions versus the market, not just cash flow models.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app