Is This a Therapy Session?

"I lost like a huge amount on my leverage long position because I made it bigger than normal," he says. "And then I spent the next four hours on my laptop in bed, like buying a variety of dumb shit coins and just staring at charts." He's preparing to take about 20 to 25% of his public equity portfolio and turn it into cash. 'We have a clear room for our little transitory Goldilocks bull run'

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app