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Ep737: Jeremy Deal – Use Differentiated Insight to Evaluate an Investment

By Andrew Stotz | 10/12/2023 | 0

Jeremy Deal manages the Survivor & Thriver Fund LP, a private investment partnership for high-net-worth families globally.

Ep736: William Bernstein – Never Invest Based on the Headlines

By Andrew Stotz | 10/11/2023 | 0

William Bernstein is a neurologist, a co-founder of Efficient Frontier Advisors – an investment management firm, and has written several titles on finance and economic history.

ISMS 32: 5 Signs of Impending Recession

By Andrew Stotz | 10/09/2023 | 0

5 Warning signs of impending recession – 1. Inverted yield curve, 2. Peak employment, 3. A slowdown in bank lending, 4. Leading indicators falling & bankruptcies rising, 5. Weakening consumer.

ISMS 31: Global CPI saw 2nd MoM uptick in August

By Andrew Stotz | 10/06/2023 | 0

Will the global CPI slowdown continue? Or will it rebound?

Ep735: Swen Lorenz – Carefully Consider Liquidity in Your Portfolio

By Andrew Stotz | 10/05/2023 | 0

Swen Lorenz is a passionate public equity investor and the face of Undervalued-Shares.com. With over 30 years of experience in investing, Swen has a knack for finding exciting investment opportunities in very unexpected places, which he discovers while traveling the globe.

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