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EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc

Focused Compounding

00:00

How Do You Handicap That Going Forward?

The big question for a lot o businesses that we're looking at nowadays is how it affects me. Is our certain industries abnormally strong right now? So these would be good businesses, or businesses that i like, but they're having an abnormally good year. Now, in other words, there is really some benefit to the fact they're having a good year. Sure ont look at banks. The deposits obe grow tremendously last year because of covid ye. And there there they'll benefit from that forever.

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