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#47: David Hay On Balancing Risk Management With Timely Opportunism
Superinvestors and the Art of Worldly Wisdom
The Importance of Multi-Year Breakouts
The case for oil being in a huge shortage over the next few years is extremely, extremely compelling. I don't know any asset class that's as volatile as the crypto is. Every time it goes up 40 or 50 percent, you know, take a third and maybe a half off. Just be merciless in selling it down when it gets into these bubble phases.
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