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When in Doubt, Zoom Out
The Compound and Friends
The Bahamas Story
"This is just- Well, I'll tell you what, I own no technology stocks and I own one bank stock. So indirectly, I do have this ratio on," he says. "If I am not long technology, I'm almost short, right? And I don't own any technology stocks." He adds: "We're just thinking about like the world is like- But some probabilistically, some look better than others"
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