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#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’
Superinvestors and the Art of Worldly Wisdom
The Anti-Bubble Framework for Gold
I think there's another fascinating irony here too where at the same time I think we're seeing the fundamental case for gold develop in a way that is maybe more bullish than anything we've seen in our lifetimes sentiment has. The inverse of this bullishness towards cryptos is is kind of manifest in a and a and a bearishness towards gold right now how do you look at gold in terms of this anti-bubble framework right now? You can generally not print gold uh whilst you can generally print crypto and and I think in that sense the real Bitcoin is a very fair way to try to to to exit but I do think gold I do believe that you can generally not
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