EP 321. Where Do We Go From Here? 39x Shiller PE, Inflation, Interest Rates, China, etc

1

Introduction

00:00 • 2min

2

The First Podcast in the Batch, a Little Bit More the Free Form

02:11 • 2min

3

Are There Any Good Comparisons Between Two Thousand and Two Thousand?

04:25 • 2min

4

What Are Your Thoughts About Interest Rates?

06:11 • 2min

5

Has the Perception of Interest Rates Changed Since 1929?

07:57 • 4min

6

Stock Prices Aren't That High in the Early Seventies, but That Was the Perception

11:41 • 2min

7

Are You Trying to Avoid Inflation?

13:21 • 2min

8

Is There a Big Issue With Inflation?

15:41 • 3min

9

Banks Are Printing Money

18:39 • 4min

10

How Do You Handicap That Going Forward?

22:38 • 3min

11

Is Minimum Wage Going Up?

25:57 • 2min

12

What Are Your Thoughts on China?

27:38 • 3min

13

Is It Noble?

30:10 • 2min

14

Investing in Russian Stocks

31:53 • 3min

15

How to Find Large Liquid Stocks at the Cheapest Prices

34:32 • 2min

16

Is There a Lot of Persistence in Value Stocks?

36:13 • 2min

17

Is Progressive a Good Stock?

38:42 • 2min

18

Green Light Capital's Largest Position

40:46 • 3min

19

Do You Think Owning a Home Will Save You Money?

43:32 • 2min