AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
The Texas Hedge
The Compound and Friends
Can the Market Outperform the Economy in a Recession?
Can the market out perform the economy in a recession? Yes, youd think so. Oh, but we've only ever seen an overshoot. The thing that tells us definitively, were recession flix subs yes. I think streaming to peso, like, if a household has h b o net flicks a ese fius, the avertis as, five subs. If all of a sudden, like a net flicks or disney shocks us and they go into negative growth one quarterwe that wold happens is a recession. Nobody bu peteis the first thing to go. And whether youe got like gits, we'll tro to get at that.
00:00
Transcript
Episode notes
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