EPISODE · Oct 17, 2025 · 41 MIN
Magellan's value picks as sentiment soars
from The Rules of Investing · host Livewire Markets
Markets are on fire and bubble talk is everywhere. So how should investors respond? In this episode, Magellan’s Arvid Streimann breaks down how to keep emotion out of your decisions, where he’s finding genuine value, and why he still believes in the power of brands and discipline. ________________________ Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. See what AlphaSense can do for your investment research—visit alpha-sense.com/livewire to get started.
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Magellan's value picks as sentiment soars
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