Between Rounds - Episode 4 - Samuel Rines
Загружено: 2026-02-26
Просмотров: 199
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Samuel Rines, Portfolio Manager at WisdomTree, breaks down how he turned Russia's invasion of Ukraine into one of the best consumer staples trades of the decade — and why the narrative he built around it is now dead.
We get into how macro themes translate into actual stock positions, why the next AI trade isn't Nvidia, how to know when a narrative is dying before everyone else does, and what Sam is watching right now.
Topics covered:
Price Over Volume (POV) — what it was and why it's over
How macro thinking leads to individual equity positions
Narrative investing and when to get out
AI's real impact on labor-heavy companies
International equities and where Sam sees value right now
Why the Fed no longer dominates markets
Sam Ryans manages model portfolios and ETF strategies at WisdomTree. Follow him at https://x.com/SamuelRines.
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