
107: Byrne Hobart - Bubbles, Finance and the EMH
Narratives w/Will Jarvis
Makro Strategy
I try to sort of separat thet from the news letter, cause i think there's a conflict of interest when you're talking about things. What i've typically done is that there are handful of big companies that i've invested in and i like and will hold for a long time. And then for smaller companies, y my thinking is it's actually just tough to manage the fact that if it's the news leter's big,. Then if you mention some tiny company and you say, yours was great about it, and i like it, there's a chnce the stock will react. Ei i'm paying attention to the general makro situation. I think a macro is
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