Cava’s Market Debut, CRE Lending Opportunities, and The Black Swan 6/15/23
The Exchange
00:00
The Contrarian Value Investor's Guide to China
Jason, Stephanie and Talib: China is a particularly interesting opportunity right now because it is disappointing expectation. I think you can really buy this one at a good price if you have a long-term perspective. We'll talk to two people who know about big drops in the S&P 500 next month - Chaos King's Scott Patterson and Mr Black swan himself, Naseem Malik.
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Transcript
