He lost me when he said germany is in trouble because china is making cars as if the person in the market for a porsche or bmw is also looking at chinese cars. Also thinking being 25% in cash rn is a good idea when money printer is about to go brrrr
Discussion
I don’t agree with everything he says, but I really like how good nostr:npub1guh5grefa7vkay4ps6udxg8lrqxg2kgr3qh9n4gduxut64nfxq0q9y6hjy is at what he does. Many interesting voices talking about important subjects, coming to conclusions differing from my own very often