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TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
We Study Billionaires - The Investor’s Podcast Network
Is Your Share Price Mispriced?
If share prices are mispriced, then the management teams do all sorts of wonky things. And you get an even bigger distillation in the market between new economy and old economy. We saw that through the 70s, through 73 to 1980, big dislocations closed through the 2000s. It's a function of not having enough of what we need that drives inflation,. That drives the term premium up, that drives rates up, and that drives the distications to close.
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