With the world changing so quickly, it’s hard to find alpha, but the best way is by following the brightest thinkers. This CNBC interview with Ray Dalio and Marc Benioff is good, but it’s way better if you go to the livestream about 25 minutes in and see the full discussion without the editing. You hear what these great thinkers actually think, rather than what an editor thought you’d enjoy. A little bit of friction gets you a lot more information.
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