Ghost Stories #87: Lessons from 2025 - discipline over drama
As we look back on a fascinating year in the markets, Nico Katzke (Head of Portfolio Solutions at Satrix) delivered a fantastic mix of insights on this podcast that can be applied to your strategy in 2026 and beyond. For example, it's so important not to learn the wrong lessons from a particular investment or observation. It's also important to avoid complexity for the sake of complexity - if there's a simple solution that works, then that's probably the right one. Along with insights related to investment term, diversification, the AI "bubble" (a term that Nico isn't a fan of), US hegemony…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.