MI211: Managing a Hedge Fund and Bitcoin Macro Analysis w/ Dr. Jeff Ross
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Oil Isn't Spiraling Out of Control Now.
I mentioned earlier that you were very barse on riskon assets at the beginning of the year. And i was quite surprised when i read your twitter d that you were long brisk assets. And given that, you know, back drop, i would expect you to be short. And is this sustained rally as of late hasn't surprised you? So, actually, no, it hasn't surprised me. I've been putting examples for the last couple of months about how similar this recession is to other major recessions we've had. We have these relief rallies. The relief rallies, by the way, can last for many months. They can go from kind of four to six months or so
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