The tech stock bloodbath was the subject of this week's pod with . I'd summarize his wisdom this way:
When rates are low: stories about growth in the future > earnings today
When rates are rising: earnings today > stories about the future
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Actually, has a second thesis, that I would summarize like this:
In the short run, every market correction feels like it's going to last forever. But this is what the long run actually looks like ...
open.spotify.com/episode/16h6Os
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