Chapter
Investing and Inflation in a Post-Pandemic World
31:10 - 38:08 (06:57)
The conversation centers on inflation, globalization, and investing during the pandemic. With the world moving into a decentralized place, investors need to make bets on a shorter horizon with high valuations but with enough runway to fill into the valuation if there is a compression.
Clips
The difficulty of making bets on 10-year future horizons with interest rates no longer at 0% and the potential risks associated with the high levels of globalization bring new challenges for innovators.
31:10 - 38:08 (06:57)
finance
Summary
The difficulty of making bets on 10-year future horizons with interest rates no longer at 0% and the potential risks associated with the high levels of globalization bring new challenges for innovators. Decentralization may be a more important factor in the post-pandemic world.