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Investors should specialize in one type of asset and avoid speculative strategies outside their expertise.
“this is why I think that you have to define what game you want to play before you start playing the game okay this is why I think it's kind of nonsensical for example I believe that at best I am an equity investor in technology companies”
The All-In Podcast · Aug 2022 · 1 episode · 250K views on this topicExtracted by a model; may misattribute who said what.