I only listened to the first ~20minutes or so this morning but above is the link to the interview.
This week’s portfolio update can be found below.
Are we so back? Or so over? I'm lost...
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I highly recommend using the link to view these posts in a desktop browser. Substack limits the size of emails, and since I use a lot of images, some readers have been missing important data by only viewing the truncated email.
Have a great weekend!
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