Capital Ideas Podcast

32 years of investing in a complicated jigsaw puzzle

Feb 1, 2024
Portfolio manager reflects on 32 years in investment business, highlighting the complexity of global markets. Contrasting geopolitical chaos with strong market performance and the need for adaptability. The importance of paranoia in investing and questioning management. Speaker's background, career decisions, retirement plans, and focus on well-being. The value of investment debate and discussion emphasized, including gratitude towards sponsor, Capital Group.
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