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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
The Stock Market Is Poisonous, Right?
I think everything is essentially in the market. It's just a rotationa, you know, based on what's the rate trade? You know, is it yu now, short value, by growth, or short growth be long value. Yeander, ill pass it to don. And then'p thrown some comment. Same issue with your take. I mean, we're on both sides of hus, all of us. Im i'm wealthier because of it, but everything i want to buy is way more expensive because of it. But it's still a net, net wind for me. So i don't know where i feel.
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