The speakers discuss the significance of investing in assets and cash flows, highlighting the recent stories about cryptocurrencies and the collapse of FTX. They explore the impact of interest rates on companies and investors and discuss the potential opportunities created in the financial market. They also analyze the flaws of the 6040 investing model in fixed income and delve into the risks and probability analysis behind investing in longer duration assets.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode