Investment Wisdom
Jeremy reflects on his early investment beliefs, expressing a desire to have embraced fundamental weighting earlier in his career. He emphasizes the importance of adjusting portfolio allocations based on valuations, particularly during market extremes, to avoid being overly exposed to sectors like technology at their peak. This strategic approach could have mitigated the pain of downturns, highlighting the value of flexibility in investment strategies.In this clip
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Masters in Business
An Interview With Jeremy Siegel: Masters in Business (Audio)
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