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TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen
We Study Billionaires - The Investor’s Podcast Network
The Persistence and Predictability of Growth
We're at historic extremes in terms of growth stocks trading. Growth investing is always dangerous because you tend to be leaning into fads. Ultimately, multiples drive the majority of volatility in the market, not underlying fundamentals. And I think that's the central thesis.
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