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Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)
Panic with Friends - Howard Lindzon
How to Deal With a Stealth Bear Market?
Yeard: Investors have learned that just because you take a risk in these speculative things, you're not going to be rewarded. He says spack e t f is actually down 20 % year to date; doge coin was probably the pinnacle. Yeard: It doesn't mean these technologies and brands aren't going to be use case cases or useful in the future. But investors paying too much as a multiple of salesand they've all been re-priced.
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