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Markets Do Magic with Michael Saylor of MicroStrategy

RiskReversal Pod

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Exploring Holiday Movies and Blackstone's Portfolio

The chapter features a casual conversation among the speakers discussing holiday movies and personal favorites, touching briefly on Bethany McLean and a potential project with her. Delving into the significance of a particular book on Blackstone's portfolio, the discussion highlights the subjectivity in analyzing investments, comparing it to determining wind direction in golf. The conversation also questions the integrity of entities like Blackstone in their valuation practices and emphasizes the caution needed in investments.

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