How to Position Yourself in a Hypercyclical Environment

"We're going to release data except we won't release anything about deposits until the market cries. And then we will release things about the deposits and the markets feel better," he says. "I like things that are really nice and boring, like a Cooper companies that sells contact lenses where you have secular growth ... That's the type of business I would be more interested in right now than anything that's hypercyclical or hyper defensive."