Panic with Friends - Howard Lindzon cover image

Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)

Panic with Friends - Howard Lindzon

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I'm Not Seeing the Bat Ime. I'll Let You Do That for Me

As an l p, i agree with m not seeing the bat ime. As a chinese interand at the indexes,. it's just to fuck and gap, like, ahuge, huge crap. And so that is almost a set op where i think it is smart to lean in and and be a little more strategic. So i really appreciate that insight. Am what happens internally at a firm like yours? You know, the news hits. We had already started risked managing our positions many months ago.

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