In context of greater future uncertainty, Shaposhnik prudently reduced software risk many months ago, which has proven to be a reasonably good decision given what has occurred in software.

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Speaker

Joseph Shaposhnik

Evidence Quote

we've prudently reduced our our risk or we did that many months ago, which I think is proved to be reasonably good thing to do

Source

The $1 Trillion Supercycle Hidden in Plain Sight | Joseph ShaposhnikExcess Returns
Created: 8/12/2026, 6:14:37 PM

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