It’s not easy to understand all the views, but macro economics, geopolitical issues, cyclical and secular trends are the items we can’t control, but can find positions in.

One of the big concerns I would have right now around interest rates, is short termism, or myopia...[read more]

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Disclaimer: Please act independently from any content provided in these episodes; it's not financial advice, because there's no accounting for your individual circumstances. Do your own research, and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!