with Michael Lewis, about 30 mins long. Highlights - he thinks we are near the top, his puts are for two years time. If you go long he suggests healthcare stocks. He's been long gold some years, thinks bitcoin is dumb. Thinks this is dotcom bubble #2 except instead of pro investors it's mostly index funds this time. Most recent headlines about him have been bad reporting.
with Michael Lewis, about 30 mins long. Highlights - he thinks we are near the top, his puts are for two years time. If you go long he suggests healthcare stocks. He's been long gold some years, thinks bitcoin is dumb. Thinks this is dotcom bubble #2 except instead of pro investors it's mostly index funds this time. Most recent headlines about him have been bad reporting.