RenMac Legends: A Conversation with Walter Deemer
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Vineri
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Bullish Sentiment Thru the AgesJeff deGraaf talks with Walt Deemer about the elevated bullish sentiment, stories from the nifty-fifty, differentiating good investments vs good companies, the importance of expectations vs narratives, and how it applies today. Enjoy the Holiday Weekend.
