#2 The Risk Taker
Behind the Balance Sheet
00:00
Air Lines and Mining
You're quite big in the top down stuff, aren't you? Ye, youre definitely yes. So for example, i don't think it takes a genius. And my impersonal portfolio now is very tilted toward kind of infer structure, inve structure spent. If you look at the chinese five year plan, they tell youththey litrally tell you where the money's going to be spent. It's not a secret. Ar, but then, if you look at air lines, the actual, the ball case on air lines was not ta demand one. Butthe idea was a very strong one, that you'd get better price r power as you had a much more
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