
SLP294 Lyn Alden - Inflation, Debt, and Energy Markets
Stephan Livera Podcast
00:00
Asset Bull Markets
There was this recent bit of drama around this whole concept of by borrow die write. It's like the smart people are essentially realizing, oh, i'm just going to put my wealth into this thing that's going up,. I'm going to collateralize against that. And you know, obviously there are risks associated with collateralizing. But in things that are quite well established, large markets, like equities, housing, that seems to be the tax efficient strategy that the ty people are employing. The buses can, if those prices go down, can influence their spending. Then that trickles into the real com and has all those, all those kind of butter efects as it trick
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