ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Episode 50 - October 2024"
Episode Synopsis
In this month's episode, we cover these topics:Market Update (starts at 0:35)Portfolio Update (2:28)Philosophy Behind the Allocation (3:12)Structure of the Portfolio (6:50)Rate Cut (9:38)Inflation Sanity Check (15:55)Forward Valuations (17:07)Looking Ahead (18:38)
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