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I Feel The Market Move Under My Feet with Gabriela Santos of J.P. Morgan
On The Tape
The Importance of Staying Long
The bottom line is I'll just say this again. Hands are getting forced. Fundamentals be damned. You've got to stay in business at this point. No smart money manager when it's really buying stuff in terms of valuation running models can justify the majority of these moves, right? They can't. And so that's I think giving some people this false confidence that hedge funds are really short. No, they're long these things. They're yellowing all these calls and all these big names. We've seen this before. Guy knows the and you know this too.
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