All-In with Chamath, Jason, Sacks & Friedberg
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Zach
Equities normally are inflation protected in the sense that those companies can just raise prices over time and keep up with inflation. And so equities are generally a pretty good thing to own in the face of inflation. But if we're in for a period of high interest rates longer than anyone thinks, that's going to be bad for equities.
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