Capital Allocators – Inside the Institutional Investment Industry cover image

Ben Hunt - The Stories that Drive Markets (EP.393)

Capital Allocators – Inside the Institutional Investment Industry

NOTE

The Evolution of a Narrativeist

The speaker evolved from a weak narrativeist to a strong form narrativeist, believing that stories dominate and drive everything including the value and growth narratives. Despite having strong opinions, the speaker highlights the importance of being profoundly agnostic in managing other people's money and investment strategies by acknowledging the uncertainty and being able to say 'I don't know.'

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