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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Is There a Black Swan Event?
The point of optionality positions is to benefit from these black wan events. We've owned china attack for a long time, but when we put this portfolio together at the end of 20 19, it just looked scatchy to us,. And so we we owned zero china tack. There's also a giss. Owning china tec companies, i g questiona like, ifll this is really going down and my 80 ours are probagated. Heha, they haven't stopped working. Do you es have any ideas on if the whole us? Market went down in this situation? What could you hold that would hedge it?
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