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165: Psychology of Disneyland, ETH ETF?, OpenAI vs. Scarlett Johansson & Red Lobster’s Bankruptcy
Not Investment Advice
Analysis of High Interest Rates, Company Borrowing Dynamics, and Tech vs. Utilities Investment Strategies
Exploring how high interest rates affect money flow, borrowing dynamics, and investment strategies of big tech companies like Google compared to utilities in handling capital expenditures, highlighting the growth in spending on data centers and offices amidst a discussion on the energy sector's historical investments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode