

Learning from Markets in Chaos with Brendan Hughes, Author of "Markets in Chaos" and Investment Advisor at Lafayette Investments
Jul 17, 2024
Brendan Hughes, an author and investment advisor at Lafayette Investments, shares insights from his book, Markets in Chaos. He discusses critical lessons from historical market cycles, emphasizing the importance of diversification and management trust. Hughes critiques the labels of 'value' and 'growth' in investing and argues for focusing on quality companies. He also draws parallels between today and the 1970s energy crisis, offering a unique perspective on navigating current market dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Lessons from Historical Market Cycles
03:06 • 15min
Evaluating Capital Allocation and Value Perception in Investing
18:35 • 5min
Navigating Portfolio Construction
23:07 • 11min
Active vs. Passive Investment Strategies
34:04 • 10min
Pandemic Aftermath: Lessons from History and Current Trends
43:48 • 3min
Lessons from History: Investing Insights
47:17 • 8min