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How Neil Dutta Predicted "No Landing"
The Compound and Friends
Seizing Opportunities Over Constant Hedging
The pandemic has separated people into two groups, with some predicting a dire economic fallout, while others like Belsky and Tom Lee remained optimistic. The speaker emphasizes the importance of staying invested at all times, rather than constantly protecting against downside, as being overly cautious can result in missed opportunities. The speaker suggests that not investing the portion of money needed as a hedge, and taking risks with the rest, is a practical approach.
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