4min chapter

The Compound and Friends cover image

The Game Has Changed

The Compound and Friends

CHAPTER

What's Your Overarching Message to People About 2023?

The price of crude tells you less about energy stocks than it would have thought is the bottom line. I think the great bond bull market is over, but there's still some value in bonds. The tailwind that we had is now going to be a quartering wind. You don't think if the economic growth out falls apart midway through next year, we could be headed back to 1% interest rates?SBF: Can you imagine? It's the craziest shit you've ever seen. We're seeing that now with crypto and the downfall of crypto.

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