The Dislocation of Bank of America

Jason Reed: Bank of America is more of a no-brainer than this because this this thing could lose 90% of their deposits. He says he always goes for the highest quality whether it's China I go for Alibabawhether it was the banking in the pandemic lows and the energy I go for Exxon. "I've learned so much over the last 1.5 years one of the most important lessons I've learned is sticking with high confidence businesses"