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Ep 383. Fed Raised Interest Rates, Market Cycles, Multi Strat Portfolio, & Airlines Look Cheap

Focused Compounding

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Is It the Whole This Time It's Different?

There's been higher values than historically for a Long time now so on average since 1996 to today you have higher prices than you did before. That wasn't really true before there Although people talked about it. It may mean that things don't go down in the future, right? If that if it stays that way, but it doesn't give you any better returns no matter what So I mean You can have lower future returns over a very long period of time and maybe you should buy and accept those returns if that's the case But It's just not gonna help You get better returns in the future.

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