Cycles Matter: Shorting Semiconductors

David Levine, founder of Odin River, returns to Real Vision to express his bearish view on semiconductors. In this interview with Justine Underhill, Levine discusses his broader outlook for the market, drills down on the group’s relationship with global growth, and notes how much downside he expects for one particular stock: Micron Technology. Filmed on May 23, 2019.