Fundamentals Tightening Under The Covers (Guests: Paulo Macro & Kuppy)
The Market Huddle
Exploring Investment Themes and Trading Strategies
This chapter dives into various investment themes, from value in emerging markets to commodities, discussing long-term trends and the impact on value investing. The speakers analyze the dynamics of the commodities market, focusing on underinvestment, supply challenges, and the cyclic nature of pricing. Additionally, they share insights on trading strategies, risk management, inflation implications, and the emotional aspect of forgiving oneself for trading mistakes.
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