The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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PM Chris Davis with David Rubenstein of Carlyle Group
Why all true investing is value investing, the importance of patience, resisting momentum-driven markets, maintaining discipline through volatility.
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Opportunities in the “Picks & Shovels” of the Tech Sector (1:26)
Identifying the great, but out-of-the spotlight companies that support the current tech revolution
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