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Sorry for the poor wording of my response, I knew what you meant. I meant that he’s invested the way he is because he believes in what he’s talking about in ter
by ericd 4y ago
Sorry for the poor wording of my response, I knew what you meant. I meant that he’s invested the way he is because he believes in what he’s talking about in terms of macro trends. And then I confusingly recommended reading his printed book, which I’ve found very helpful in understanding what the central banks have been doing, and allowed me to be well positioned for this inflation well before it picked up to where it is now.