2min chapter

What Goes Up cover image

Arnott on Bubbles and Valuation Gaps

What Goes Up

CHAPTER

Is China Going to Continue Down a Maoist Path?

value doubles relative to growth. That also means that value on a stand alone basis beats the market by another 40%. So now instead of doubling, now you're up a hundred 80 % over the next ten years. The tech innovation seems concentrated in these two markets. Stand clear. I'm happy to invest in something that's got high odds of double digit returns.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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