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Where is the Crash?

The Compound and Friends

00:00

The Nature of Surprises

The sentiment right now is nervous, but kind of holding everything seems to be OK. What we haven't seen is sort of a panic. We saw a panic in the banks. Like the banks just was a panic. But if you think about it feeling like sort of a fragile world, I think that what we're forgetting is the nature of surprises. Nobody predicted Ukraine, nobody predicted COVID, nobody, these things can happen.

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