The Compound and Friends cover image

The Day Inflation Broke

The Compound and Friends

00:00

The S&P 500 and the Trailing 12-Month Earnings Draw Downs

The two-year treasury yield is on pace for its biggest one-day decline since September 2008. Dollar yen set for biggest one- day decline since 2016. This will show up in the, if you look at bonds or the dollar, this will showup in charts for a long time. But what's weird about this period of time is at least in technology, these companies are still kind of growing, but they're firing anyway.

Play episode from 30:46
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app