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Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)
Panic with Friends - Howard Lindzon
China Is a Gift to Us Rightnow
The market is smalt is smarter than all of us put together. But ever so often, you get gifts, right? And i think china is a gift to us rightnow. Everyone is panicking. Everyone is scared shitless. And there it is incumbent on us to look to what is happening there. They don't seem to be doing anything wrong. Is net flick sus in my portfolio, to my eight to 80. I'm patient as hell.
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