This previous Tuesday was one in every of our largest dwell audiences but for What Are Your Ideas. See you Tuesday night time for the subsequent episode, present up for the dwell broadcast at 5:30pm ET for those who can. Subscribe to the channel for the alert.
Due to my buddy Peter Boockvar for being an superior visitor on The Compound and Mates this week. You see me cite Peter’s work on TRB on a regular basis, now you may hear from the person himself. We went deep on the state of the markets, the re-rating occurring within the inventory market, the longer term course of rates of interest and inflation and an entire lot extra. Peter had some nice guide suggestions too!
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These have been probably the most learn posts on the location this week, in case you missed it: