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WTT Playing for Tomorrow
b'
The mismanagement of SVB\\u2019s balance sheet got me thinking about other times in the past investing through periods when asset prices felt inflated across the board. Institutions strive to meet return hurdles pretty much year-in and year-out, but that\\u2019s not how markets work. Playing for Tomorrow discusses one of my favorite long-term investing disciplines \\u2013 positioning portfolios to play for opportunities yet to come.
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