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EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

Focused Compounding

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What Is the Role of Reinsurance Rates?

Holmar's insurance went from like a hundred som million to 900 million in a couple of years. M, it is a little weird business. They're not being re insured anywhere near a hundred % of what they're doing. It doesn't just matter what hurricanes are an sov. It matters really what rates are and what reinsurance rates are.

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