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The Bubble in Narratives
Dariuszewski: I've heard you talk about how you think there's sort of a bubble in narratives. What would an example be of a narrative that's in a bubble? And how is it degrading future investor performance and increasing risk? Yeah, so I think it increases risk on an ex-anti basis. The bubble narratives, to me, is mostly centered around inflation in this particular genre. It doesn't mean it's not the 1940s or the 1960s. It just means the damn positioning as well.