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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
Y Fool Me 72 Times, I'll Stop Doing Crypto?
I'm convinced jack maw's still missing, and he's a weemy hologram. I just the macro uncertainty, to me, the overall risk reward is not there. Are some of these companies cheap on a multiple basis given their growth rate? Am you know? It seems like a mass of tecoupling yet. But i just don't think that the risk war there od be long china right now.
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