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EP 342. New Peloton CEO, Spirit + Activision + Cedar Fair Mergers, & How Will Higher Interest Rates Affect Bank Stocks?

Focused Compounding

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Inflation Is a Big Risk to Insurers

I wonder how many companies actually thought inflation would be transitory when doing their budge of planting and stuff like that. And then the other big risk to insurac is that most insurers carry large investment portfolios. So i think yor see, if you see, like n k one and c two, a lot of companies getting hit on their margins because of inflation,. i think you'll start to see them raise their prices, if they have the ability to do that, to try and counteract that.

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