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5min chapter
'Macro drives everything' Julian Lin and Romil Patel on ZIM Integrated
Investing Experts
The Importance of Macro
Investors put far too much emphasis on the micro aspect of things, he says. What they don't understand is that there's very little that that company has that they can control. You can be a terrible tech investor from 1996 to 2000 yet you could have been up big time because it was a downtown bubble. And vice versa, if the macro is wonderful and it's a massive tailwind to you, you're gonna benefit from it.
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Speaker 3
uh the naz classic dew rags from his album the lost tapes it's called
Speaker 2
pluots i'm not going to give out a preview yet scans pretty
Speaker 1
well with dew rags well enough
Speaker 3
jordan well look
Speaker 2
i didn't say i'm fucking weird al yankovic i'm going to reproduce the meter
Speaker 3
like like impressively good rapper
Speaker 2
weird al yankovic hey his
Speaker 1
stuff on uh when he covered chameleon is white and nerdy that was some solid flow even chameleonor chameleon said like that dude
Speaker 2
can rap that is the what of all the incredible things about weird al yankovic of which there are
Speaker 1
many so
Speaker 2
many i think one of the most
Speaker 3
incredible is
Speaker 2
what like as someone who loves rap music and hates jokes about rap
Speaker 3
music because they tend to be real easy and shitty and sometimes racist
Speaker 2
i have to say weird al
Speaker 3
yankovic does a legitimately great job rapping and i
Speaker 2
i asked him about it one time when he was on uh when he was on bullseye and he's just like yeah i mean i i work really hard on it so and i was like yeah i bet you do because you're a hardworking guy you're a great craftsman there's no one has ever questioned the man's craft but but if
Speaker 1
you're going to be a fruit themed parody rapper does the rapper himself have a fruit themed name have you thought of
Speaker 2
that that's a great question i mean right now i'm rapping under my own name just because i'm kind of like a straight shooter and
Speaker 3
i'm
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