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The Energy Bull Market Just Started
The Compound and Friends
Hedge Funds
I'm a critic of hedge funs. People say to me, you must have lost all your friends there. I had so many hedge managers call me up and say, i read your book,. You're absolutely right. Diversification in that cinerea actually works against you if you have skill at manager selection. The more you pick them, more you dilute that pick three. So that means you don't put ten percent of head funds. You put get two percent of hedge. It was before the down, right? Before the down turned it, wasn't it? Like and he was fond of fun, yes, ow, he's a a podcast super star, but
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