AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
41: Why Crypto + Stock Market Is Down, Arkk vs Berkshire Hathaway, McDonald’s Earned Media, Nelk Boys + Twitter NFT PFPs
Not Investment Advice
Cloud Related Businesses Are Capturing the Tail Wind of Everyone Shifting the Cloud, Right?
3min Snip
00:00
Summary
Transcript
Episode notes
So let's bucket the high growth names until a cloud businessis that are are capturing this tail wind of everybody shifting the cloud, right? So lhik, yellow dock a, tilio, zoom shop, fi. And basically all their value is being calculated from five to ten years down the lo of y masure earnings exactly so. It's because if you're expecting profits ten years from now, and the interest rate rises, like ayor over the next 12 months, you're going to discount those profits at a higher interest rate. That's kind of like the math that's happening right down in the stock market, all the things are getting smacked.
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