Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)
Panic with Friends - Howard Lindzon
00:00
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.
Transcript
Play full episode
