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Do you have any insights into how badly core infrastructure institutional investors are going to get hit when these large, institutional-owned tech companies deflate? Any metrics on how much of the equities market is owned by pension/retirement vs. free, non-dependent, non-core institutional investments?


Hmm, I do, but I probably shouldn't be talking publicly about it as I got most of them from sell side analysts.

Privately disclosing them is different, Message me if you want numbers.




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