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15min chapter
RWH049: Crushing The Market Over 50 Years w/ Jay Bowen
We Study Billionaires - The Investor’s Podcast Network
Investment Management: Science or Art?
This chapter explores the dichotomy between viewing investment management as a science versus an art, emphasizing the effectiveness of simpler, thematic approaches over complex strategies. It reflects on historical market trends and the impact of macroeconomic conditions on investment strategies, using personal anecdotes and examples from influential leaders in the field. The discussion highlights the significance of leadership and strategic vision in adapting to evolving economic landscapes.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode