The High Beta Crash (EP.232)
Animal Spirits Podcast
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Growth Stocks and Inflation: A Market Analysis
This chapter explores the recent declines in growth stocks, linking their downturn to inflation rather than previously assumed low interest rates. The discussion examines notable high beta stocks from 2020, the impact of corporate profit margins amidst inflation, and critiques misleading media portrayals of rising costs. It also humorously delves into the evolution of prices for everyday items, highlighting the complexities of inflation statistics and their societal implications.
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