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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 Bottom of the Market Is Set to Go Materially Higher
I think that I still believe what I've said for a while which is rates will be higher for longer But what I didn't believe before Was that the market was set to go up. There are people who were scared maybe and thought the bottom could get much worse and They didn't want to put money at play. The only time Cost cutting gets rewarded is when short-term rates are this high because people love short-term cash flow Yeah, and it was when the the moment I started Zuckerberg and Air B&B uber other places just start making cuts.
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