Thanks to our listeners for a lot of great questions. Topics include holding cash for the long term, a high-growth Latin American bank, keeping conviction during a bear market, and messing around with cyclical stocks among many more. In the second part of the show, Jason asks Jeff, "what's your market vibes, bro?" Begrudgingly, Jeff answers. 
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Companies mentioned: ATI, MELI, META, NEE, NEP, NU, OM, SOFI, STLD, TSLA, UPST, WIRE
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