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Value After Hours S04 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity

The Acquirers Podcast

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Why Is the Central Bank's Default Setting a Gun to the Head?

If rates are six %, good luck getting billions of dollars of funding to go out in with these guys. I think you may cant at six, but i think north of six is the long run average. And we've done pretty well at six. It's much, much taer. That's tighter than where it is now. Consiter and multiples will come in if that happens seantially. We're really crossing our fingers for some inflation. But we got, we got a room full of phd. here's a got hundreds of em on our cant can't find em.

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