Mailbag, incl: Is it time to get defensive? February 1, 2026
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Mailbag, incl: Is it time to get defensive? February 1, 2026

1:23:27 Jan 31, 2026
About this episode
– In which phase of the market cycle does the Small Cap sector generally get the love? – Is it time to get defensive? – Should I hold Bitcoin directly or through an ETF – Does mean reversion apply to small caps and AI?See omnystudio.com/listener for privacy information.
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