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Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
The Effect of Interest Rates on Cash Flows
The Fed has a lot to do with the discount rate that you put into a model. I don't get the sense that that's what was happening in 1999. The DCFs you build were basically not discounting cash flows 10, 20, 30 years out. We had real interest rates. You just didn't require anyone to be drinking Kool-Aid in order for capital to be free.
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