The Global Energy Crisis, Explained | Warren Pies
Forward Guidance
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How to Be a Contrarian Investor
Mike Ibleto: You were bullish on Bitcoin for your macro view, but also you're very into it. It was a huge source of returns for you when you had this huge up run up late last year, early this year. But then you actually were underweight it towards the top because it started to underperform. Whereas most people sort of bought the dip. They were like, Oh, it went from 54 to 48. It's a buy. When actually you should be following the crowd.
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