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Episode 10 - Play Macro Game
·47 min
As heard by us
A macro-focused episode that favors diversification, resilience, and patience over market noise.
Episode 10 stays on the macro view and makes a steady case for discipline when markets feel calm but not settled. It keeps the focus on habits that actually hold up, using Apple, Microsoft, TD Bank, and the 07-08 crisis to argue for resilience, diversification, and patience over…
Why you'd press play
A calm macro check for when tariffs, geopolitics, and portfolio discipline all feel linked.
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