Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap
Focused Compounding
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Is It Helpful to Know a Lot About the Macro Things?
Buffett has a good understanding of industry economics, but I don't know that he has aGood understanding of macro economics. Oil often tops out at levels that are the are bad for the overall economy. So you would have to know other things which besides just the kind of the macro stuff, right? Mm-hmm. It's helpful to know it's awful to pay attention.
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