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195: I did a Podcast, Facebook vs Apple on VR, Microsoft, Intel on Supply Chain, S&P Global, Market Efficiency Cuts Both Ways, Bill Miller, EV Forecasts, and Oppenheimer biopic
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195: I did a Podcast, Facebook vs Apple on VR, Microsoft, Intel on Supply Chain, S&P Global, Market Efficiency Cuts Both Ways, Bill Miller, EV Forecasts, and Oppenheimer biopic
Two great quotes -- "On most things, I’m kind of confused and can see some good and bad points to multiple sides (btw, nothing says there’s only going to be two sides to every issue — why should this complex world be so two-dimensional? Reality doesn’t care about making it convenient for humans to play their us-vs-them tribal games… things can be a lot more complex than that)." and "As someone who has been around the block a bit when it comes to these types of forecasts, I can say that they’re not only *always* wrong, but they’re always hilariously wrong." That said, I think there is a strategy to predicting often, loudly and against consensus. People forget when you are wrong, but when you get it right (albeit by blind chance) you look like a genius. :)
Looking forward to the podcast drop!
On a similar line to being boring... How much time (and money) does it take to completely rehab your image? After the recent spat of negative Bill Gates news, I've been seeing more Bill Gates ads that portray him as the goofy grandpa that loves to give his money to good causes. Most people today seem surprised when they hear about Bill Gates the monopolist!
Funny that you said “nothing says there’s only going to be two sides to every issue” right after putting up a 2x2 matrix. ;)