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Are Stocks Cheap? (EP.312)

Animal Spirits Podcast

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The Return of Inflation

One of the themes of today's show is that things are returning to normal. So Snapchat was down 85% when you wrote this. What do you think is down now from all time highs? 95. But remember like the retailer stuff really was a bit of a red herring. Yeah, it was a re-stocking and yeah, problems and supply chains.

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