[Podcast] Giver's Gambit: Episode 53
Went on The Odyssey, came back to see Bessent front-run my Substack piece that I’ve been working on for a week... not cool. Why we’ve been long debasement assets (metals, BTC)
The Giving Tree
Event-driven: (i) investments with limited pricing transparency, and (ii) more liquid assets during periods of dislocation. My goal: find edge in these hairy / low-efficiency market dynamics, and deliver insights to readers.
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