Panic with Friends - Howard Lindzon cover image

Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)

Panic with Friends - Howard Lindzon

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I'm Not Conservative, but I Think It's Prudent

I consider myself very aggressive. But i keep a high cash position as part of my aggression, right? Cause i think it's prudent. There's just no, o, no rational we're in our fifties. We can't rationalize it any more. I've tried to build the strongest team around to be able to pick up phone calls like my own personal trading desk. This is a team's sportit's, it's my money, but i've decided to make it a team sport. So i appreciate you gys checking in on this quarter. M, i think you gas a medim person. Haven't you, we haven't Ok.

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