Market Dynamics
Joe and Jon discuss the unique market conditions of the last decade, where extreme demand for both safe and risky assets coexists. They delve into the impact of excess savings and low nominal GDP on tech company valuations, shedding light on the macro factors influencing investment strategies.In this clip
From this podcast
Odd Lots
Why You Can’t Blame The Fed For Ultra-Low Interest Rates And Soaring Asset Prices
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