Investing in a Conflicted Market

The video discusses investment strategies focusing on idiosyncratic self-help, factor-based approaches, and geographic opportunities in China and Europe. It highlights the importance of company control over earnings, the benefits of diversification, and the impact of global economic cycles. The discussion also touches on Elon Musk's influence on the tech sector.

How might the Ukraine situation impact investment opportunities in Europe?

What does the term 'dual cycle' refer to in the context of market recovery?

In what ways can Elon Musk's actions be considered idiosyncratic in the tech sector?