Why experience teaches that “You make most of your money in a bear market, you just don’t realize it at the time”
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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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The Invaluable Role of the Advisor (1:55)
How an advisor can help guide clients’ perspective in good markets and bad, fostering the successful compounding of wealth
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How Investors Should Prepare for the End of the “Easy Money” Era
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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