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
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About this listen
– 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?
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