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Zombieland
The Compound and Friends
Is China Going to Be the New Inflation Place?
De motorinr was on patrick o'shaughnessy's podcast, talking about how the old play book of inflationary stocks aren't good. But he thinks the cash cows, the fank stocks, excluding netflicks, are going to be the new inflation place. Any firm that's got a strong ashil, and a lot of it right now. O knon, they aren't a impacted by, you know, discount, right? Sir, because they got cash right now. Agree. The truth of the matter is, nflate a if we get inflationy rak reses, like all these socks are get hammered, right? Some may
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