The Mother of All Bull Markets in Treasuries with Alex Gurevich
The ACID Capitalist Podcast
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Architect, I'm Not Taking Drawodos
I think the metaphor that I'd like to use is you're an architect and that the individual risk positions can be these beautiful residential houses or a commercial property. By any one day, things, of course, are changing. It may be necessary to take down a building, but the city still remains. And so your inactivity is found at the city level. Yes, individual positions sometimes can have to be thrown under the bus or taken down. That's one of the hardest psychological decisions because you kind of want everything.
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