Jul 9, 2022 • 14M
What we got right and what we got wrong (2Q22)
*Recorded on 8th July 2022. A quarterly discussion where the VP team reviews what we've got right and wrong in our research, covering all of the major asset classes: https://youtu.be/_lddgxnlwBs
Nobody gave us a "how-to-manual", but we have drawn inspiration from countless others in developing VP's analytical framework.