As rates normalize, certain business models are going to be severely challenged. What kind of companies do you want to own?
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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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Why Cash May Not be King (1:45)
Being on the sidelines may feel safer, but over the long term inflation destroys cash’s purchasing power while equities build true wealth
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The Importance of Healthy Investor Behavior
Chris Davis on common pitfalls that often sabotage an investor’s return and how advisors can help.
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