18min chapter

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Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

The Compound and Friends

CHAPTER

Investing vs. Gambling: Time Frames and Trading Behaviors

The chapter explores the nuances between investing and gambling based on different time frames for holding assets, focusing on buying for expected cash flows versus buying to sell at a higher price. It discusses options trading in biotech investments, highlighting the advantages and risks involved in using options for betting on drug approvals and clinical trial outcomes. The conversation also touches on market shifts, short-term trading in solar stocks, and analyzing the stock of CBRE in the real estate sector.

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