The Compound and Friends cover image

The Day Inflation Broke

The Compound and Friends

00:00

The S&P 500 and the Trailing 12-Month Earnings Draw Downs

The two-year treasury yield is on pace for its biggest one-day decline since September 2008. Dollar yen set for biggest one- day decline since 2016. This will show up in the, if you look at bonds or the dollar, this will showup in charts for a long time. But what's weird about this period of time is at least in technology, these companies are still kind of growing, but they're firing anyway.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app