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Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)
Panic with Friends - Howard Lindzon
Is the Freedom Premium a Good Idea?
The us. Is now trading if we look at something like the caper tio at a double that of china. If you look at what happened to jack ma, which wasn't very much in terms of what he d really wasn't - it's just down 90%. And what is going to inspire him? How much do they trust in china? I don't think there's any question that the us. Should trade a at least some premium, giving what's gone on. But i think you do have to questiono certainly buying any individual stock or sector in China.
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