The Acquirers Podcast cover image

Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window

The Acquirers Podcast

00:00

The Market Place Is Crazy

If you think e m has a higher growth probability than the us, like they are global, and especially if you think the dollar is going to go down, ah, it's some sort of natural hedge that's that most their earnings come in dollars. I had a look around on the weekherand just trying to find, not knowing that anything s not not knowing, there's gingto be some volatileto viously. And there's nothing that i could see that ckscreamingly shape. Everything looks expensive to me. Well, some sass is down. Company er down. If you factor in sales growth plus multiple compression, 70 % men. That's a correction,

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app