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Supply Shock
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Bill Miller: A Value Guy
Trent: There's this group of us. I call us the omg's right, the old macro guys. And it's Burbank and Morehead and Novo and, and, and there's Bill Miller who views value like Murray does. He says Black Rock is $9.4 trillion for a reason; they're top of the all seeing eye. Trent: The only problem is the gratuitous violence sometimes you have to go forward with fast. This was not post-X or pre-X - we were skeptical at first. But when you did the work, like, like Bill says, he, he did even just a little analysis like, oh my God, this
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