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Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation

The Acquirers Podcast

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Are We Going Backwards in Time?

Some markets are getting close to pre-pandemic. Others like California still got a long way to go. I do not think we're going to have a great time for investment performance. Some of these businesses may trade at super high multiples, I'm just theorizing. And if you have a resilient business and you're really worried about a number of outcomes, some of these businesses might have a lot more things at their disposal than others.

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