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Navigating Multi-Decade Market Cycles
8 Jul 2026Shivaram Kamath
AdvisoryMacro
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Listen to the advisory podcast outlining the lessons learned over 35 years in CA and stock analysis, and how to spot structural red flags in corporate management track records.
In this podcast episode, we go over the classic triggers of corporate restructuring, financial engineering vs operational growth, and how to stay grounded in values during emotional bull runs.
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