Hidden Forces Reflections on Life, Markets, & Investing | Zach Abraham
7 snips
Nov 27, 2023 Zach Abraham discusses his approach to investing and the disconnect between economic fundamentals and asset prices. They reflect on the impact of economic, political, and cultural changes on their lives and how they inform their economic outlook. They explore the pros and cons of remote and in-person podcast recordings. The speakers discuss their background in finance, starting a firm, risk management, market narratives, and the relationship between geopolitical events and market movements.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Reflections on In-Person Recordings versus Remote Recordings
02:05 • 2min
Introduction, Background, and Market Survival
04:26 • 3min
Growing up in Finance and Starting a Firm
07:11 • 4min
Risk Management and Investing Approach
11:26 • 7min
Market Narratives and Earnings Acceleration
18:45 • 18min
Geopolitical Events and Market Movements
36:36 • 19min