AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
No Capitulation Necessary
The Compound and Friends
Is It a Good Capitulation?
cash balances are rising and it is not a good capitulation. It's just that here is a free 4% and never worried about anything ever again Isn't that like so we're looking at like oh everyone's in cash. Yeah, cuz they're getting 4% Dude, I wanted to sell something to being you they're not sound cashed by cash understood But sell something that could be that could move that is standard deviation of 20 or 25 Versus being in cash Or some stocks it makes sense. That to me doesn't scream capitulation if you tell me they're in cash And they're earning zero like they were three years ago. That's capitulation.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode