Trends vs. Timing
Balancing the pursuit of emerging trends with current market performance is crucial for investors. The conversation highlights the importance of understanding long-term shifts in society and how they influence company valuations today. Additionally, while many investors tend to follow performance trends, there remains a significant amount of contrarian behavior, especially in thematic investments, which are often viewed as long-term plays rather than short-term rotations.In this clip
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Animal Spirits Podcast
Talk Your Book: How to Use Thematic ETFs
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