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E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
All-In with Chamath, Jason, Sacks & Friedberg
The Stock Market Is Going to Go Materially Higher
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All roads at least right now look like the market is getting set to go materially higher. The trillions of dollars that are sitting on the sideline or in other defensive assets need to then pivot around and get put back into growth assets once you know that the worst is behind us. By the time most people figure out that the sentiment has changed It's already actually too late.
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