Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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The World Is a Scary Place
"The world is a scary place, and you now crane opened everyone's eyes to a lot of like, really weird, crazy things can happen," he says. "I think the snare you're alluding to would be really negative for every party involved." He adds: 'There are so many things that just seem so impossible and such hard solutions' But it t been, it's amazing of progress aitattill now. So we'll see. But there's a lot of fragility, yo.'
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