MI235: Investing in Uncertain Times w/ Louis Gave
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
The Four Quadrant Framework
The four quadrant framework focuses on growth, inflation and interest rates. It gives you a picture of both the stream of future earnings and the interest rates on which it's going to be discounted. A deflationary boom is extremely positive for growth stocks; that's what we've had for most of the past 30 years in North America. During periods where growth is falling and inflation is falling, really the only thing you want to own are this world's safest government bonds.
Transcript
Play full episode
