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Radical Uncertainty: Investing in a Volatile World | Eric Peters

April 27, 2020
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Hidden Forces

Description

In Episode 134, Demetri Kofinas speaks with Eric Peters, CIO of One River Asset Management and author of Weekend Notes about investing in a volatile world where four decades of assumptions about markets, politics, and policy no longer hold. We are living through a period of radical uncertainty and disillusionment with institutions and markets that we haven’t seen for a hundred years. The stakes for portfolio managers, politicians and individuals have never been higher.