Rates, Multiples, And Overreaction
3:52–4:49 · 57s
Jared contextualizes the software sell-off by mapping the rate shock to valuations, arguing current prices imply implausibly dire fundamentals across the board.
3:52–4:49 · 57s
Jared contextualizes the software sell-off by mapping the rate shock to valuations, arguing current prices imply implausibly dire fundamentals across the board.
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