No. There is a difference between being a contrarian who is making a bet and acting on their different viewpoint, and someone who is simply a debbie downer and

No. There is a difference between being a contrarian who is making a bet and acting on their different viewpoint, and someone who is simply a debbie downer and wants to say something negative all the time with no skin in the game. Marcus is the latter. It's easy to be a faux contrarian that just always says we're in a bubble or x is overhyped. Everyone knows that, it's the nature of markets and not an insight. The only value is having some actual insight into where and how things stop and where there is some upside. Otherwise you're just a jealous loser.