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4min chapter
TIP466: The Bear Has Arrived w/ Jeremy Grantham
We Study Billionaires - The Investor’s Podcast Network
Social Capitalism
Andtea compensation differential is greater than ever, i think in the henry ford ara. We have very abnormally high profet margins, rather disappointing growth, and abnormally high pes. This is known as double jeopardy, because we know what explains ps. Indicator of what makes portfellio managers feel inflation is number one. The bouncing around of growth is what makes people feel comfortable or uncomfortable. And way, way down in the third place is the volatility. They'd prefer the stable too.
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