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Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why | #475

The Meb Faber Show - Better Investing

CHAPTER

The Pros and Cons of Chasing Performance

I continue to think valuations are relatively high across the board and we continue to face headwinds in terms of the economy rolling over. There's just a lot of money still floating around out there. That said, particularly for a long short investor, it is an environment with increasing dispersion. And I think that's good for opportunities.

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