Here’s what I’m listening to today at a minimum of 2.5x speed.
All-In: Markets Trend Down, Political Manipulation via COVID “Zeroism,” Stimulus Breakdown, Biological Patriot Act
The market is crashing because the economy is returning.
Podcast page: All-In
Thoughts on the Market: Andrew Sheets – The Great Debate on Rates
Interest rates are higher: Discount rate vs. growth rate in a time of economic optimism. Look at cheap value stocks vs. expensive growth stocks.
Podcast page: Thoughts on the Market