MRKT Call 11/15/2022: Define "Transitory" Please
RiskReversal Pod
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Is Warren Buffett's Latest Buy a Taiwan Semiconductor a Low Probability Bet?
If you're betting that the market's going to blow through this 4100 level I think it's a low probability bet. Warren Buffett's latest buy was over four million dollars a Taiwan semiconductor. This is a really interesting one because of the geopolitical implications and potential for de-globalization. The stock has absolutely been taken to the woodshed what do you think about a guy like Buffett?
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