E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
11/05/2021
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E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

Show Notes: 0:00 Besties do a Microsoft-themed intro 7:53 Spread trading big tech, amazing power of Google and Microsoft 17:28 Sacks speaks about Bird going public from the NYSE, understanding distributions and evergreen funds, why Friedberg went the...

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