Latest / Macro Hive Conversations With Bilal Hafeez
Jim Leitner On Growth vs Value, Digital Options And Bitcoin
This episode is supported by private equity platform Moonfare.
One of our most popular guests, legendary Jim Leitner, returns on this episode. He gives his take on the big picture themes of the day, how best to implement trades and much more, specifically we discuss:
Why the rotation trade from growth to value may not work
The importance of looking at the structural trends in undervalued sectors
Why today's tech boom is different from the dot-com mania
The problem with 60:40 portfolios.
The importance of real estate investments
How low bond yields change how to value equities
The power of…
The skinny
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