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Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels

The Acquirers Podcast

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The Future of Inflation

The biggest problem that I see is like all the policy just inflates asset prices, the rich get richer and it never trickles down. The whole theory is broken, in my opinion, from a velocity standpoint. It's just creating uber, uber wealthy people. So that doesn't really accomplish velocity. What pencils out at a 10% discount rate right now? That was an interesting way to think about it. We've got to do macro too. As any financial pod must eventually started out at QVC and ended up at macro.

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