How to Adapt to a Regional Banking Crisis

When you start to get into periods of this lag in terms of adjusting to something that's going on, that's a dislocation. You simply won't be able to adjust quick enough. And at those times of dislocation, that could be disastrous. I have trouble explaining to my clients, retail or institutional, probably even retail more, when I have months when I'm down more than four or five percent. Those are red flags. Look, I would highly recommend you don't invest in our fund. We coolly ran over your dog."

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