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Michael Breitenbach — On Crypto, AI & Cynicism (EP.150)
Infinite Loops
The Lord, High Emperor of the World
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CNN's John Sutter sits down with Michael Lewis to talk about his new investment idea, Canvas. He says the real alpha in a portfolio is when you consider taxes and proper diversification. "We have no conception of taxes," he says; people don't look at their mortgage as part of their interest rate exposure. 'I'm only docked to a very small number of circles too'
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