I'm curious to hear how you build out an investment thesis, and that could be for a company or even the modeling the macro picture. So I start with where are we in the business cycle? And there's a number of different indicators you can look at for that. Where is the stock market in relation to that? And then you look at something like valuations,. Do we deserve to be paying this much in forward earnings on the S&P 500?

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode