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Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

Focused Compounding

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The Volatility of Movie Theater Stocks

I don't think it'll be hurt badly in a recession like I mean semiconductors down a lot in a recession Airlines, I don't think so this time So not this time they might be down a little but Yeah. If 9-11 event happened again It wouldn't have as much impact on the industry because there was a one-time occurrence that had a huge change in how Everything worked and all of that kind of stuff. Same thing if there was another pandemic it wouldn't cause the same shutdown in air travel and stuff it would be handled differently. This to me looks exactly like insurance now.

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