In January 2023, my daughter Hannah and I went on a ten-day trip to India. Our final destination was Mumbai, where I spoke at the CFA Society of India's annual conference. I discussed my thoughts on India, sideways markets, idiocy of efficient markets theory, the importance of having the right clients, the impact of interest rates on the economy and the housing market, how we analyze companies and a lot more.
Investing and Philosophy in India
Investing and Philosophy in India
Investing and Philosophy in India
In January 2023, my daughter Hannah and I went on a ten-day trip to India. Our final destination was Mumbai, where I spoke at the CFA Society of India's annual conference. I discussed my thoughts on India, sideways markets, idiocy of efficient markets theory, the importance of having the right clients, the impact of interest rates on the economy and the housing market, how we analyze companies and a lot more.