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Market Neutral Returns

Grant’s Current Yield Podcast

CHAPTER

What's the Difference Between a SaaS and a Dot Com Market?

The SPAC market was a special corner of the market. I think crypto was a special sideline to everything. To everything that was going on in the equity markets. There were a lot of businesses in the internet bubble that will never survive. Some of these software companies won't exist anymore either. But there's actually going to be a higher level of survival than in the internet area.

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