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?
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.
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