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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
The Stay Rich Portfolio
The vast majority of investing managers who are managing money today have never really experienced an inflationary environment. Most people say T-bills or bonds have declined in the past on a real drawdown basis and most people say like 0 to 10 percent. If you look back on your career what has been your most memorable investment it could be good or bad? I don't know really many people that believe that besides me but fun thought experiment to go through.
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