E26 w/George Robertson: Higher Rates=Higher Stocks?
Update: 2023-10-11
Description
My guest today is George Robertson, a seasoned investor with plenty of experience in the industry.
Everyone is concerned that higher rates will break stocks, but not George. The way he sees it, both rates and stocks will climb together, as they are a sign that NGDP will come in strong.
The way George sees it, we could be at the beginning of a speculative phase, which will eventually turn into an all-out "Ponzi".
As always, I hope you enjoy this conversation as much as I did.
Follow George:
https://twitter.com/BickerinBrattle
Follow me:
https://twitter.com/JamesCFoord
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe
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