AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Saint Patrick's Day Show
The Compound and Friends
Is This the Start of a Value Regime?
The fed, in their guidance yesterday conna, said they think that were gong to have this one two year period of inflation. What if this is the start of a ten year cycle of value out forming growth? Could it be? Is that possible? Beleve would have that? No, not really. It mean, value tends to get kind of like four year runs, seems like historically. But powell said, we're going to have a value regimewel. I mean, but we could sit here and feel really bad for hedgefun managers all day, eh? I feel good for them. Bouiits. This is what, this is what they want
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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