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EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?

Focused Compounding

00:00

Is Inflation Good for Amazon?

Curlie: I think inflation is probably somewhat beneficial, you know, on a relative basis. It's not beneficial an absolute basis. Some of the things that we own and have bought in the past and stuff wd benefit compared to other stocks. He says it helps to have spent on all the assets you need in the past. Curlie: You can have a really strong business and be really bad, because you use m the bargaining power of others with you. And so when a stock, in stocks like these, under perform for ten or 15 years, then people think they're bad businesses.

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