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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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Is Your Default Position, the Fetal Position?

I saw a good this is from John Rittonti, Mike Wilson on the death zone. He says we are in the thinnest air of the entire liquidity driven secular bull market that began back in 2009. That equity risk premium has been tested extensively, and it's not predictive at all. I felt like the cheap stuff from October through January, but then February has just gone bananas. By the way, Bill, when you're talking about termed out debt, why did we as the US government not issue 100 year bonds? We probably would have been like a two or 3% I don't know, but how much smarter would we be looking right now? How pretty would be

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