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Ep 384. Strong Jobs Report + Inflation Fears, Movie Theaters Look Cheap, and Analyzing + Judging an Acquisition

Focused Compounding

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How to Avoid a Recession and a Lower Inflation Rate

The unemployment rate is very low and they have a lot of job openings versus the amount of um people available to take those jobs, so that's the problem. The last time down employment rate was this low was in 1969. In each recession the inflation rate bottomed out at a higher level than it had the previous cycle And in each boom it topped out at ahigher level, right? So that's what they kind of want to avoid Um They seem to be much more aware of that or palisians too much more focused on that than the market That's where he talked about kind of the disconnects between What they're thinking and what the market is thinking.

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