What can two centuries of market data tell us about investing today? In this episode, Reda Farran walks through a landmark study covering 200 years and 56 economies - and the 13 lessons that consistently hold up across cycles, regimes, bubbles, crashes, and inflation. Try Finimize Pro Sponsored by SurfAir Mobility.
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What can two centuries of market data tell us about investing today? In this episode, Reda Farran walks through a landmark study covering 200 years and 56 economies - and the 13 lessons that consistently hold up across cycles, regimes, bubbles, crashes, and inflation. Try Finimize Pro Sponsored by SurfAir Mobility.
Intel, Nuclear, And Utilities: Where Three Big Investing Bets Stand Now
Investor Intelligence
25 minutes
4 months ago
Intel, Nuclear, And Utilities: Where Three Big Investing Bets Stand Now
Intel, nuclear, and utilities aren’t exactly the flashiest parts of the market. But they’ve quietly been at the centre of some of the biggest investment themes of the past year. In today’s episode, Finimize Analyst Reda Farran joins the pod to see what’s changed since he first made the case. Some calls have aged well. Others? Not so much. We revisit the original theses, update the outlook, and figure out where the opportunity still is - and where it might be time to take profits. ...
Investor Intelligence
What can two centuries of market data tell us about investing today? In this episode, Reda Farran walks through a landmark study covering 200 years and 56 economies - and the 13 lessons that consistently hold up across cycles, regimes, bubbles, crashes, and inflation. Try Finimize Pro Sponsored by SurfAir Mobility.
