Navigating 23 downturns in 35 years of investing
Capital Ideas Podcast
Navigating Downturns and Embracing Contrarian Investing
The speaker reflects on their career, discussing the number of downturns experienced and the importance of not trying to time the market. They emphasize the need to seek the best companies and not be deterred by market crises. The chapter also explores their experience working in the London office of Capital, covering European utilities and the impact of political struggles on market perception.
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