
Ben Hunt - The Stories that Drive Markets (EP.393)
Capital Allocators – Inside the Institutional Investment Industry
The Importance of Countervailing Narratives in Investment Thesis
An investment thesis is crafted by analyzing the spread and density of language and narrative, focusing on the absence or prevalence of signals. In a crowded market, going against the popular narrative can be beneficial, as contrarianism often leads to success. By understanding the life cycle of narratives, investors can make informed decisions based on the rise and fall of different narratives over time.
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