The Acquirers Podcast cover image

Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession

The Acquirers Podcast

00:00

The Importance of Precaution in the Oil Market

I think it's a fair one that the data is not very good across just every sector. You can't have oil going. What's normal? How do you normalize any? But I still think even though the picture is muddy, if anything, that sort of suggests to me that there's reasons to be cautious rather than reasons to sort of dismiss those things.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app