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The future is unknowable

Portfolio Construction · 5 June, 2026

While the artificial intelligence boom will produce major winners and losers, Talaria co-CIO Chad Padowitz argues it is still too early to identify them with the certainty markets are currently pricing in.
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Featured Article

The Talaria process

Investing · 29 September, 2020

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December 2025 monthly commentary
19 January, 2026
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24 April, 2026
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14 July, 2026
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23 March, 2026
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12 May, 2026
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2022 - Time to take action (an alternative approach)
Investing 25 January, 2022
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Sodexo: Stock pick for a post-COVID world
Investing 25 November, 2021
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October monthly commentary
Investing 15 November, 2021
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Don’t ask 'will it rain?' Take an umbrella in case it does
Investing 29 October, 2021
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Positioning with income in shifting market conditions - part 3
Investing 12 October, 2021
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Investing 28 February, 2022
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The only free lunch
Investing 18 April, 2022
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