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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Sierra Narrow: How to Balance Crypto and Gold Miners
Teddy: We were very long coming into the beginning of the year under the assumption that one China is re-accelerating and the dollar would move lower. So we took off the position fortunately at a profit, but I think it's tough from a tightening perspective. You typically don't want to own gold or the miners or the miner equities with the material tightening and some of the financial conditions.
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