John Street Capital on the Markets, Retail Investing, Regulation and Why He’s Bullish on Crypto (EP.165)
Panic with Friends - Howard Lindzon
00:00
Do You Like Stock Picking?
It's one of the best risk adjusted yeares of all time, sitting here midway through august. There have been some pretty significant factor rotations between high growth tec into small cap value and from long value into short growth. The biggest pullback we've had is four%. People are behaving normaland if we look at the spack market, we always said, like, eventually supply will just trump demand.
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