49. Tobias Carlisle - What is Money?
Mutiny Investing Podcast
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The Importance of Time in Ergoticity Economics
The big move in interest rates, clearly that's impacted asset values. You can see it most directly in bonds because there's sort of mathematical calculation. It matters just as much as it does for equities. And so that extra step seems to be the thing that means that people can argue with a straight face that it doesn't matter or eventually it does.
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