You can’t have 100 best friends

Capital Ideas Investing Podcast

English - September 28, 2023 04:01 - 24 minutes - 56.5 MB - ★★★★★ - 228 ratings
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Previous Episode: Navigating 23 downturns in 35 years of investing

Next Episode: World view: What’s next for inflation and interest rates?

Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one thing he’s learned: You can’t have 100 best friends.

Related resources:
Making the case for international equities

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