
Focused Compounding Ep 411. Understanding Your Opportunity Cost in an Inflationary Environment
Oct 23, 2023
The podcast discusses understanding opportunity cost in an inflationary environment, the correlation between interest rates and S&P 500 valuation, increasing productivity from trade to AI, analyzing opportunity cost in an inflationary environment, and the valuation of the S&P 500 and real rates.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Understanding the Correlation Between Interest Rates and the S&P 500 Valuation
01:44 • 5min
Increasing Productivity: From Trade to Fossil Fuels to AI
06:41 • 3min
Analyzing Opportunity Cost in an Inflationary Environment
09:50 • 5min
Valuation of the S&P 500 and Real Rates
15:07 • 23min
