
Coiled Spring & Defensive Value (guests: Lyn Alden, Kuppy)
The Market Huddle
Are We Going to Be at the Margin for Sale for a Long Time?
We've had a decade of people just piling into the us. I think going forward, there's just fewer catalists and fewer marginal buyers left to keep piling into us. And i kind of think that it's already started the selling, and that they're going to be at the margin for sale for a long time. Would you agree? Ye, that's my base case. One of thea other countries that might be the beneficiary of that capital leaving the us is the brazilia.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.