The Compound and Friends cover image

The Game Has Changed

The Compound and Friends

00:00

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.

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