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Michael Breitenbach — On Crypto, AI & Cynicism (EP.150)
Infinite Loops
The Lord, High Emperor of the World
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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