Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Listening time: 32 mins
Here’s another quarterly macro update, discussing some of the themes that I’ve been paying attention to in the past few months. Just click on the “play” button to watch.
Today’s topics:
If you any questions on the topics mentioned in the video, feel free to ask them in the comment section below:
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