#9 Two Capital Cyclists
Behind the Balance Sheet
00:00
How Do You Survive a Difficult Period?
I think everybody is in in the value growth sectors, looking for interest rets as t the key determinate as to when the shift comes. The traditional way was happen exactly as germany says, ad interest rits would start going up to reflect higher inflation. So if you hold yields, din by forcing savings institutions to buy them and seef so they sell equities, that river will significantly oproon growth cause tey're all clustered into growth. I think it'll be a different one. Inevitability helps you with the patients problem. There's no sign of the steepening of the eel curve, but they haven't sold any bonds yet. So we'll
Transcript
Play full episode
