AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Michael Cembalest Takes Us to School
The Compound and Friends
The Rise of Multiple Expansion in the Stock Market
Tesla is up 110% year to date at six months. Amazon, Google, Microsoft, Apple, and Tesla are all higher than they were in mid-June. What's driving that? It's the ultimate momentum trades for quant funds, hedge funds,. Tremendous amounts of liquidity. In the, in the shares, you can get in and out. With a, a large hedge fund. You can buy and sell. That's right. Okay. If we're going to be in a world now, a bipolar world where there's Chinese tech companies, and there's Western tech companies, this will help them both.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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