The Reorg Primary View: The Importance of Buying Assets and Cash Flows...
Octus Radio
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Impact of Interest Rates on Companies and Investors
This chapter discusses the impact of interest rates on companies and investors, including recent statements by Governor Powell on rate hikes and the strong jobs report. The concept of the ARB and its effect on residential mortgage rates is explained, along with the impact of housing and house price appreciation on the consumer. The chapter also delves into labor inflation, recession predictions, and flaws in the 60-40 investing model.
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Transcript
