Macro Hive Conversations With Bilal Hafeez cover image

Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns

Macro Hive Conversations With Bilal Hafeez

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How to Position Yourself in a New Phase

Last year, most public markets underperformed. People are turning a bit more positive on equity's long duration. So it seems like we're entering a new sort of phase or mini phase at least. How are you positioning yourself in this? In one sense, it's much easier today than it was a year ago.

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