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Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

1:00 Geoff’s take on Ajit Jain's sales 2:30 Berkshire, Chubb 4:00 Policy in markets 7:10 Yield curve, interest rates, recession fears 15:00 Bifurcated market 22:00 Hurdle rates during a changing rate environment 25:00 Banking over the next few years 35:22 $CELH 40:00 Customer behavior 54:00 Themes vs. individual ideas 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] About Focused Compounding: We are an exclusive, members-only platform for buy-and-hold value investors. Delve into research write-ups penned by hedge fund manager, Geoff Gannon. Immerse yourself in insights and strategies, surrounded by a community of investors who stand by the teachings of legends like Buffett, Munger, and Fisher, rather than fleeting market trends. Important: Read our Disclaimer: https://focusedcompounding.com/discla...

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