An insightful interview with Ken Fisher who talks about fostering the $100bn megafund, Fisher Investments. He’s a proponent of narrowness when it comes to investing and his philosophy is to avoid picking stocks based on ‘value vs. growth’ or ‘tech vs. healthcare’ – in the long term they all end up with similar equity returns. Most investors have migrated to the US as it’s a top performer of recent decades, but if we remove the tech sector from the story its performance is essentially similar, if not the same, to other regions…
This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.