when i listen to Rao, i frequently listen twice....
when asked about how much he reads, he makes it clear that thinking is more important than reading ....though it goes without saying, a LOT of reading, and more importantly who and what you are reading, brings one into a thought process that FORCES you to consider previous paradigms which seemingly no longer 'work'....how's that reversion to the mean working out??
paradigms shift, and once you are able to wrap your mind around the shift happening, and you get over the mistakenly held beliefs, in my case, regarding BTC, you shrug off your skepticism and recognize the path forward....and act...amazing how quickly it can happen....i will admit it can be uncomfortable
and yes, no metals mentioned....probably a reason for that
his observation about cathie wood is spot on, imo...i have said it many times 'the suits' hate her...and i'm a fan <g>
i'm curious as to what changed your mind about her, just now
btw, interesting to me no comments on ZH on Rao's commentary thus far, they also hate CW over there
like Ash said, always ask yourself why you hate something |