Leigh Drogen, Starkiller Capital - If This Thing Isn’t Dead Yet, It’s Not Going To Die | #351
The Meb Faber Show - Better Investing
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The Asi Class Crash
In the first run, the class was made up mostly of silican valley hackers. The real people are entering this space now. This is not playtime any more. If these guys, who are some of the most highly paid engineers, financial minds in the world, are moving into this space to build things in mass, then you always want to follow the engineers to the gold mine. And it's very hard for anybody to see their returns go absolutely nuts over a period of time and then draw down 80%. You're not going to behave correctly in that kind of environment.
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