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Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter

Focused Compounding

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Is There a Recession in the Online Economy?

I think there's strong signs that online economy is going to shrink relative to offline. We should expect that things like alphabet meta Amazon etc. do not perform as well as their peers in an offline in the very near future. There's a huge Huge disproportionately weighted towards goods right now relative to what the future will be in terms of goods versus services. I would say online more so than certain services that you'd consume locally and stuff Um That varies like you know facebook gets revenue from some of those things, um But some of the others don't there there let you know.

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