The Breakdown is BACK! @Nick Correa and I decided we couldn't let Ash and Weston have all the fun 😀  so we took a chart-heavy deep-dive into my interview with Teddy Vallee.

We explore WHY rising interest rates are clobbering not just growthy tech stocks, but other sectors as well - sectors you wouldn't typically think of. 

Lastly we attempt to redefine the mind-boggling question - what IS reflation? Is it inflation that the bond vigilantes fear - or is it that GROWTH is attracting their capital elsewhere?


 

https://vimeo.com/519722095/4f44f76160

 

@thomas cullis @Theodore Boydston @Jaymes Rosenthal @Matt Daniell @Jeff Dafoe @Sam Colt @Sean Morgan @John Ahearn @Craig P @Jeremiah S @Moritz Heiden @Bradley Snyder @Ernesto Rachitoff @Jason Higa @Hem Desai @Muddshir Hussain @Nivtej Dhaliwal @John Crockett @Lisa Gee @Ben O'Hare @Aleix Selles @Carlos Licea @Wilbert Weigend