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7min chapter
Rob Arnott on The Upside of Getting Dumped: Investing in Index Deletions | #549
The Meb Faber Show - Better Investing
The Impact of Market Narratives
This chapter examines how market narratives can shape stock prices and investor beliefs, using examples like the dot-com bubble and tech disruptions. It specifically analyzes Nvidia's performance, questioning the sustainability of its current valuations amid rising competition and elevated market expectations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode