
Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management
Hedgeye Podcasts
What Do You Think About Long China?
I'm currently long China. After being bearish on for two years, it started out nicely and now the moving monkeys are all yelling at me because, you know, it lost some momentum. So I had an interesting conversation with a client yesterday where his clients were yelling at him for taking a 2% position in China based on what we went bullish onChina. Well, as a, as a new bull, I guess that's a, that's a good indicator. What do you think about short term to mid term trade there? There's a very reasonable shortterm to mid-term trade there. Most people would think that most people wouldn't even think about it. It's been
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