EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?
Focused Compounding
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Is the Gildr Inverted for a Second?
Inversion is when rates are lower on, say, a two year than a ten year. When that happens, then that people find h t that predicts recessions. For banks, the issue is that they are borrowing shorter and lending longer. So you're running your business with the expectation that barring short and landing longers is not a way to go broke.
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