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#1171 Codie Sanchez | The Secret To Thriving In A Recession
The Pomp Podcast
Is the Value Investment Thing Working in the Private Markets?
In the current economic environment, tech was very hot for two years, three years when we were had loose monetary policy. Now as we get into this tightening cycle and deeper and deeper into it, we have seen in the public markets,. We saw Berkshire Hathaway hit all time high. All of those stocks that are really, really focused on cash flow are working in the public market. You're doing this in the private markets. Is there a very similar result that you're seeing of what the public market investors are seeing in the private market or there's some differences because of capital structures or something else? Yeah. It's always friction. What makes the difference between somebody who is like you,
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