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Betting On The Unthinkable

quoththeraven.substack.com

Betting On The Unthinkable

Here's one ugly investment idea I've been toying with. The risk is definitely asymmetric, but it's almost a thesis I hope doesn't play out.

Quoth the Raven
Jan 10
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Betting On The Unthinkable

quoththeraven.substack.com

What started as a passing thought during a podcast I did last week is starting to become the outline of an unthinkable investment thesis in my mind - one with asymmetric risk/reward - but one that could also have a profound impact on millions, if not billions, of people.

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