
#37: Keith McCullough On The Power Of Betting On Yourself
Superinvestors and the Art of Worldly Wisdom
The Impact of Benoit Mandelbrot on My Thinking
Tech is a long in the quad that we're in, but two, but systematically certain names are becoming shorts. That's where there's what we call asymmetry in your long short portfolio. And you can wait in particular for tech cycles. You know, this is only the third one that I'll be so fortunate to be able to short when it comes, you know, time to do so tech broadly.
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