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Value After Hours S03 E40: Inflation and Value By Decade, Small Caps and Interest Rates, and Wu Wei

The Acquirers Podcast

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Is There a One Time Bump Demand Theory?

There's a pull forward, one time bump demand theory. My view is that if you look for every every generation, going back for forty years, there is a discelerating trin in household formation. The last ten years, since the financial crisis, the housing crisis, those rates have been like, dramatic. And then with covet, emigration, shispi and the craffer, so our population growt is country has copen all that trunk. So what zoman's point is, i's like builders are goin to go chase it. We're ging to overbuild over the next two or three years,. Then we're going to find ourselves back into

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