The Acquirers Podcast
Value After Hours S05 E 34 New Constructs' David Trainer on Forensic Accounting, ML/AI and (1+ r)^n
Sep 25, 2023
Forensic accounting expert, David Trainer, joins the podcast to discuss topics such as ML/AI in forensic accounting, enduring drawdowns in the market, analyzing employment indicators, Google's sales growth and employee culture, risks of non-bank lenders, the uncertainty of the housing market, and analyzing a company's challenges and flaws in the traditional car dealership model.
01:00:44
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Quick takeaways
- Inflation can be unpredictable and challenging to control in a rising rate environment, potentially impacting value stocks.
- The current market may be underestimating the potential for inflation to return, emphasizing the need to be prepared for different scenarios.
Deep dives
Inflation, interest rates, and the analogy of a burning coal mine fire
The episode discusses the analogy of a long-burning underground coal mine fire in Pennsylvania to inflation in a free spending and paper currency issuing social democracy. It highlights the unpredictability of inflation and the potential challenges of controlling it in a rising rate environment. The summary also mentions the potential impact of inflation on value stocks and the historical performance during inflationary periods.
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