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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
Is It Possible for the Next Ten Years to Look Different Than the Past?
i think it's aporte for investors to have contexts, because ten years can feel like an eternity. We're pretty much in the smoothest tenure period you could find. In terms of picking a top, that's impossible. And certainly get crazier from here. Just when people thought valuations couldn't push higher, they did. But i would just suggest we're already seeing signs of that - in terms of the spack market and high growth names.
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