EPISODE · Jul 6, 2024 · 22 MIN
RenMac Legends: A Conversation with Walter Deemer
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
Bullish Sentiment Thru the AgesJeff deGraaf talks with Walt Deemer about the elevated bullish sentiment, stories from the nifty-fifty, differentiating good investments vs good companies, the importance of expectations vs narratives, and how it applies today. Enjoy the Holiday Weekend.
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RenMac Legends: A Conversation with Walter Deemer
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