Powell's Rate Signal and the Disney-Comcast Battle
Bloomberg Surveillance
Navigating Investment Strategies in Volatile Markets
This chapter delves into Sebastian Page's investment strategy compared to traditional approaches, emphasizing the complexities in today's market where bonds and stocks can decline simultaneously. It discusses the shift towards favoring value stocks over growth stocks, analyzing macro indicators and market sentiment. The conversation also explores the future trajectories of major media companies like Disney and Comcast, highlighting the challenges faced by traditional players in the industry.
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