

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