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EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc

Focused Compounding

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What Are Your Thoughts on China?

i'm just kind of curious, like leaps. Maybe you do want to do a basket, and you do pick some names, and younow look to fine leaps on companies. I mean, how would you structure this if somebody came to sad ef, i wanted a position in china somhow? So there's a lot of problems of chin up for me. One, don't understand it havin'g been there. M wouldn't understand if i was there. Rate, three, the corporate governn civil obvious tins is more complicated than people would say. Andso you just have to think about that. It hasn't been a situation where i found lots of little

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