The Post GFC Environment: How Quantitative Easing Drives the Market

I've been in the pushback forgetting, but also it's held people back from exposure, right? I've been in that track, basically, since 2012. It's like you can go. Valuations keep going up. The market goes up. You don't really understand it. So you stay out of it. You start to look for smaller opportunities and you miss the big thing. Once I understood it became much easier to just buy it. Also did a lot of work in the everything codes to figure out that P ratios and being driven actually by the balance sheet and global M2. It's all monetary phenomena. And it's not about earnings anymore. Everything is driven by one