When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.
(00:22) Jason Moser and Dylan Lewis discuss:
- Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&P 500 concentration.
- What investors can learn from someone focused on tail-risk hedging.
- The peace of mind hedges investors can put in place for their own portfolios
(19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time.
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Companies discussed: AAPL, MSFT, NVDA, SONO
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Asit Sharma
Producer: Mary Long
Engineers: RIck Engdahl
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