Warren Buffett's Prediction That the Good Times May Be Over

There's an unevenness in all Western economies across the different sectors for equities, but also across the economy. We're getting more traditional cycles and the risk free rate being elevated for longer is something that was experienced over 15 years ago. So predictability with energy, the transition, LNG, exporters, materials, rare earth, healthcare, large cap, big, super tech are the things that we are long in. But you get a sense that this is unlike policy of the past 15 years,. They're really doing something that stubborn services, which is concerning on a year-on-year basis because it's not resolved yet.