202: Wayne Himelsein – Betting Against Stability
Chat With Traders
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The Risks of Long Term Investing
Aa, that's a great answer. And i have quite a few questions for you around modelling,. which we'll get to in just a moment. Just one last question before we do. You spoke earlier about, you know, the insurance costs. Are there other risks which are inherent to these types of strategies? I think all the risk surrounds the cost of ownership, or you call it the cost of insurance, or the bleed It's just much of that risk, right? So then it just becomes about the bleed. But the bleed itself isn't just, oh, you can bleed th there's many ays in which you can bleed, right?
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