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Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)
Panic with Friends - Howard Lindzon
Net Flix and Google Ah, the Least Evil of the Fangs
I would say net flicks and gogle ah, just because they are the least evil of the fangs. The best big company coming out of coved is probaby An ashely. Soyo ing that's going to perhaps a longer term secular shift in terms of value versus growth. Cause these trends we saw early this year before the delta wave, now they're coming back again.
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