The Acquirers Podcast cover image

Value: After Hours S02 E34 Dan Loeb on Strategy, Buy Now Pay Later $QVCC, Cocker Spandrels

The Acquirers Podcast

00:00

The Equity Risk Premium Should Have Been Declined

I just don't see how like the whole ecosystem is eroding under their feet. And I'm not sure how they pivot. So maybe what I'm saying about QVC applies to them. It's just a little bit harder for me to understand how it does apply and how it can't be replicated. The equity risk premium should have been has now decreased, right? Because we know that the Fed will bail out equity. But I'll tell you what, it's going to be an ugly, ugly, ugly scenario if that's the assumption and it's wrong. What if inflation's 10 percent? You stay zero? Yeah. Who's buying that? Well, if the negative 10

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app