AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)
Panic with Friends - Howard Lindzon
Do You Think the Delta Wave Is Going to Be a Long, a Term Shift?
i think that the big question is for next yearnth s after as this going to be a long, a term shift, where we see yields finally moving up in a meaningful way. And perhaps value stocks out performing, and commodities, you know, having a run like they did in the early two thousands. An don't what do you see y i mean, i think, you know what the delta wave a, a few tidbits that i think are pretty interesting.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode