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Value After Hours S04 E11: AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment

The Acquirers Podcast

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I'm Not Sure, I'm a Dip Byer, But, Ok, Will, What Are the Prices?

Lincoln: "I think this is the hardest macro environment i've ever seen" He says it's hard to bet a profit margin expansion for any one at this point. Likens global dislocations, food shortages and rising gas prices as 'risk written all over it' But he thinks heavily levered industries with pricing power are going to win.

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