3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is There a Cost of Capital?

I think what is capitalism without a discount rate is fundamental to the system on which it operates. As we reverse out of that era, there's going to be all sorts of secondary and tasuary effects from that. Companies that are run with more discipline will benefit in that type of environment. And I would say that's where active managers spend more of their time.

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