AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
TIP472: Inflation Masterclass continued W/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
All Duration Investing
It's the first paper I've written in years. It's called All Duration Investing. And my perspective on this basically is I'm trying to apply a concept that is similar to all weather, but I'm doing it in very specific time horizons. When asset prices decline, typically the value of that asset becomes kind of counterintuitive. But when asset prices fall, typically the future expected return of that asset should increase.
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