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Shares of royalty and streaming companies are of particular interest.
The chief macro strategist at Contrarian Macro Advisors has been prescient with his contrarian views so far.
Long picks by Symmetry Invest and GeoInvesting
'The Short of It'
Gabriel Grego of Quintessential Capital joins the podcast to discuss his short activist strategy. Grego finds three or four "high conviction" ideas to trade a year. His process is exhaustive but straightforward, though few managers have the stomach to...
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