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Transcript
Chapters
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Corporate Governance: Passive vs Active Investing
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The Problem with Passive Investing, Price Makers vs Price Takers
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Underinvesting Contribues to Inflation and Other Trends
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Thinking Outside the Box: ESG and the Copper Trade
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How Greenlight Looks at Narratives for Portfolio Construction
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Cyclical Consequences of the SEC's Lack of Oversight
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Observations in Corporate Governance
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Einhorn's Philanthropy
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Bipartisan Friction Creates Fiscal Stalemant