Link para o artigo original : https://www.oaktreecapital.com/insights/memo-podcast/the-rewind-calling-the-market
The Rewind – Calling the Market
Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from the bursting of the dot-com bubble to the pandemic-driven crisis in early 2020. He considers what an investor should – and shouldn’t – focus on when making a market call.
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