Being Right For The Wrong Reason

Update: 2025-08-12

Description

In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since December 2024, how Avenue has navigated the tariff threats, the current strength of the market, and how the AI bubble has shifted the state of the market.

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In Channel

Episode 32 || The Rise of Gold in 2025 || Avenue Insights

2025-11-0520:26

Being Right For The Wrong Reason

2025-08-1218:08

EP 30 | Q2 2025 Quarterly Letter

2025-07-2416:55

ep 29 | Second Quarter Market Update

2025-06-0915:50

ep 28 | Trade War Redux - 2025 First Quarter Update

2025-02-1226:55

ep 27 | A Deep Dive on Valuing vs. Pricing a Business

2024-10-2931:03

ep 26 - Deep Dive on Gold Investing

2024-05-1716:55

ep 25 | First Quarter 2024 Market Update

2024-03-2823:32

ep 24 | First Quarter 2024 Investment Update

2024-02-1623:23

ep 23 | Third Quarter Market Update

2023-11-1719:33

Episode 21 - First Quarter Bond Market Discussion

2023-04-1724:12

Episode 20 - Markets at the end of 2022

2022-12-2320:26

Second Quarter 2022 Update

2022-06-0714:25

Why are Bonds still important?

2022-01-0828:42

Outlook for the Fourth Quarter

2021-11-1825:34

The Inflation Debate

2021-08-0226:10

Inflation vs. The Velocity of Money

2021-04-2514:20

First Quarter Recap - Are Markets in a Sweet Spot?

2021-04-1813:18

The Outlook for 2021

2021-01-2110:02

November Market Update

2020-11-2719:07

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Being Right For The Wrong Reason

#box-pro-ellipsis-176354494694233{-webkit-line-clamp:2;}Being Right For The Wrong Reason

Being Right For The Wrong Reason

Paul Gardner, Bill Harris

Being Right For The Wrong Reason