RenMac Legends: A Conversation with Walter Deemer - podcast episode cover

RenMac Legends: A Conversation with Walter Deemer

Jul 06, 202423 min
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Episode description

Bullish Sentiment Thru the Ages
Jeff 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.
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