What a fantastic talk. I listened once end to end and I doubt I understood the full implication of 5 % of what was said. I have listed again to about the first 8 minutes. Curser on the pause button and pen and paper for notes. This will take a long time to comprehend with multiple listens. It is the type of thing you have to walk away and think about then comeback days or weeks later and listen again. I will change my sector allocation because of this just not sure how yet. Not saying I believe it all, I do not but it does open a new way of thinking about things.
Thank you CJ
What a fantastic talk. I listened once end to end and I doubt I...
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