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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This episode was published on July 6, 2024.

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