Ep 391. Buffett’s Investment in Paramount, Streaming vs. Theaters, and Takeaways from Todd Combs’ Podcast
Focused Compounding
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The Effect of Globalization on Inflation
I think all the data sense COVID could be adjusted in different ways later because there's been such a shift mix in terms of things like services versus goods. Profits have come down and yet unemployment hasn't gone up yet. So, it could just lag. But, I just think it's possible that rates might have, that there's a difference between them.
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