The vast majority of factors across society and around the world have improved massively for decades. Betting against long term progress is a loser’s game.
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Navigating Today’s Volatility (3:52)
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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Tariffs, Geopolitics and the Fallacy of Forecasts (3:50)
Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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Correlation Does Not Equal Causation
The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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