Peter chats with Vitaliy Katsenelson, CIO of Investment Management Associates, Inc. Peter and Vitaliy discuss climate-changing events in markets, and the effects of these events. The discussion shifts to the Chinese bubble, followed by Vitaliy sharing his thoughts on Tesco and Apple. Vitaliy shares the idea of the “second best hand” and how it applies to portfolio management, which progresses into a discussion on anti-fragility. The episode concludes with Vitaliy sharing his thoughts on the current situation in Russia.

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