Chris Bloomstran, Semper Augustus – Buffett, Berkshire, & Investing During The Energy Transition | #410
The Meb Faber Show - Better Investing
How to Get a Mid Single Digit Durable Return Over a Ten Year Period
If we have persistent inflation for a few years, and the fad executes on a massive programme of raising interust rates, their intent is to do so pretty heavy. Bullard just came out our saint louis fed head here yesterday, i think, and said, now we're talking about conceivably 75 basis points in a pop. So hold all that aside. To get more than a mid single digit durable return over, let's say, a ten year period, you've got margin or multiple expansion. I'm the under on that from an over all stock market standpoint. We're trending toward that, especially if they shrink the balance sheet, like they tried to do from two thousand
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