May 27, 2020
Vitaliy Katsenelson of ContrarianEdge.com joins the podcast to discuss his current views on markets and his recent thesis on automakers.
That industry has been disrupted by the entrance of Tesla. Other industries face a similar fate and Katsenelson discusses some of the winners and losers.
(Spotify users can click on the timestamp to reach the segment directly)
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Not intended as investment advice.