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4min chapter
Here's What Just Happened to the Stock Market and the Economy
Odd Lots
What's the Big Story About the Tech Boom?
Rising rates are a function of an environment in which nominal growth outcomes are you know, expected to be improving. Rates should rise because things are good, and things are good enough for central banks to remove stimulus. This means that groth companies are no longer prioritizing growth. They're turning on some other tap, but it isn't grost. So it's a bit stylistic change within a cohort the group itself is undergoing right now. And yoow, when there’s style changes like this, that might get investors to question whether the thesis they've applied to the group is still valid. I want to zoom out for a second. Can you just walk through for listeners
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