In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’
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Manage episode 290515963 series 1452134
Inhoud geleverd door Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Superinvestors and the Art of Worldly Wisdom and Jesse Felder of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
It was just over two years ago Diego Parrilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and what he calls, "antibubbles." You may have noticed that the topic of bubbles and antibubbles has come up in both of my recent interviews with James Davolos, on the topic of inflation, and Adam Rozencwaig, on the mania in green energy stocks. Considering how relevant Diego's framework is to the current market environment and how dramatically the macro backdrop has changed since we last spoke, I thought it would be an opportune time to have him back for a follow up conversation. In this episode, Diego shares his views on the misconceptions underpinning all sorts of asset bubbles at present and how a paradigm shift in inflation threatens to play the role of pin to each of them. He also discusses why he believes cryptocurrencies are, in fact, a bubble and how they have created another opportunity in what he sees as one of the oldest and most enduring of antibubbles: gold. For links and notes related to this episode visit TheFelderReport.com
…
continue reading
57 afleveringen
MP3•Thuis aflevering
Manage episode 290515963 series 1452134
Inhoud geleverd door Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Superinvestors and the Art of Worldly Wisdom and Jesse Felder of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
It was just over two years ago Diego Parrilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and what he calls, "antibubbles." You may have noticed that the topic of bubbles and antibubbles has come up in both of my recent interviews with James Davolos, on the topic of inflation, and Adam Rozencwaig, on the mania in green energy stocks. Considering how relevant Diego's framework is to the current market environment and how dramatically the macro backdrop has changed since we last spoke, I thought it would be an opportune time to have him back for a follow up conversation. In this episode, Diego shares his views on the misconceptions underpinning all sorts of asset bubbles at present and how a paradigm shift in inflation threatens to play the role of pin to each of them. He also discusses why he believes cryptocurrencies are, in fact, a bubble and how they have created another opportunity in what he sees as one of the oldest and most enduring of antibubbles: gold. For links and notes related to this episode visit TheFelderReport.com
…
continue reading
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