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In this week's episode, David and Ian review the craziness that we encountered in the first half of 2020, strength in Chinese equities, the rotation back into Growth/Tech, 3rd Quarter seasonality, and the risk/reward relationship of being professional investors who practice active portfolio management.
By David Zarling, Ian McMillan4.9
7373 ratings
In this week's episode, David and Ian review the craziness that we encountered in the first half of 2020, strength in Chinese equities, the rotation back into Growth/Tech, 3rd Quarter seasonality, and the risk/reward relationship of being professional investors who practice active portfolio management.

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