Macro Voices cover image

MacroVoices #330 Julian Brigden: Hyper-Financialization Is The New Inflation

Macro Voices

00:00

Don't Worry About Earnings

She's known as one of the biggest cheer leaders for stocks like tela and other companies whose new paradimes mean they don't necessarily need to have earnings that are normally associated with profitable companies. Shem, it did work extraordinarily well. It's just cynical. Old bosses like us have seen it before, right? We heard the same thinging the dot combubble. So what do you do to make money now? That was my verso let's move on. Julian, final question. I don't think there's any reason to rush in and start buying the bottom,. ecause i don't think we've seen the bottom yet.

Play episode from 53:37
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app