This is the first post in a new series I’m calling the ‘let’s talk investing‘ series. In this series, I’ll write about my conversations with investment practitioners, people who have real-world experience in the field of investment decision-making. My objective in these conversations is to understand their investment philosophy and process, to demystify, at least to some extent, what they do, and to walk away with some thought-starters to help all of us become better investors. Listen to any investment legend speak about what they think works in the markets. One of the recurring themes you will find is the
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