Focused Compounding EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
Dec 16, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
Is It Time to Retire the Word Transitory?
02:22 • 5min
The 19 Seventies and the Roaring Inflation That We've Had
07:30 • 2min
Is Inflation Good for Amazon?
09:39 • 4min
The Best Thing to Own
13:28 • 5min
Gold Mining
18:30 • 2min
Is the Market Expecting Inflation to Stay at the Current Levels?
20:13 • 2min
Is the Cap Rate Going to Be Worse in the Future?
22:18 • 3min
Is the Current Environment Affecting Your Business?
25:28 • 2min
Food Away From Home - Is That a Good Thing?
27:56 • 4min
Thea Nathans, Yh, but You Know What?
31:54 • 2min
What Are the Benefits of Increasing Prices?
33:29 • 6min
I've Always Been Concerned About Unionization
39:13 • 4min
Is There a Society Shift?
43:42 • 2min
Is It More Temporary Than That?
46:12 • 4min
Is the Stock Market a Stock Market?
50:00 • 3min
The Box Office Is Going to Be Really Strong in the Next Quarter
52:45 • 3min
Sitamark
55:56 • 2min
Is There a C D Player or Depute Player?
57:38 • 2min
Movies vs TV
59:30 • 3min
Streaming Window
01:02:03 • 2min
The Focus Compounding Podcast
01:04:30 • 2min