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December 03, 2025Cash Out of Favour1 hour 16 minutesPlayDeep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com...moreShareView all episodesBy JB & DDecember 03, 2025Cash Out of Favour1 hour 16 minutesPlayDeep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com...more
Deep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
December 03, 2025Cash Out of Favour1 hour 16 minutesPlayDeep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com...more
Deep diving into investor positioning, similarities to last year, China, power grid, etc. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com