About this episode
Markets are on fire and bubble talk is everywhere. So how should investors respond? In this episode, Magellan’s Arvid Streimann breaks down how to keep emotion out of your decisions, where he’s finding genuine value, and why he still believes in the power of brands and discipline.
________________________
Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.
Get every episode summarized
Each time The Rules of Investing publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Rules of Investing
“Less than halfway through the gold story”, L1 Capital launches high-performing...
The Rules of Investing
The decisions Dion Hershan is making now that could set up portfolios for a deca...
The Rules of Investing
The ‘unloved’ stocks fuelling a 30% year in L1 Capital’s Catalyst Fund
The Rules of Investing
Returns today, risk tomorrow. The next shakeout will show who got lending right
The Rules of Investing