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Let the Market Run its Course with Bastiaan Janmaat of Linse Capital

RiskReversal Pod

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Tesla Downgrade

When you look at the top holdings right now of the FXI, it's Alibaba, Tencent, they make up nearly 20%. Those are all internet companies. It used to be lots of banks and industrials. That was in the OA period. Now, it's a lot of consumer led digital things which I think is really interesting. Third downgrade by a major investment bank of Tesla. Goldman Sachs is a banker of Tesla. When this thing's back below 200, I'm going to be out of it, I'mgoing to be done altogether.

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