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Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

Value Hive Podcast

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Are You Choosing Which Risk to Take?

The markets are a network of incredibly smart people, all of whom have very nu constraints. When you figure out a constraint is about to be added or removed, that's when you get price. And so i believe your job as an investor is essentially to select which risk to take in order to drive returns.

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