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18min chapter
Citrini on 2024 Election Portfolio Construction And AI “Mania”
Forward Guidance
Analyzing Short Reports and Investment Strategies
The chapter delves into a short report by Scorpion Capital on a laser tech company, discussing fraud allegations and competition with ASML. The speakers discuss feedback received and commend the importance of engaging with quality pushback for improved understanding and avoiding financial losses. Additionally, they analyze strategies for hedging against market downturns using single leg options, and the challenges of outperforming market benchmarks while managing risk in portfolio construction.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode