This was a GREAT Discussion Patrick🎉Great Questions and Openness to contrarian ideas🥇 I Love listening to Vincent🤴🥇 and more and more i am forcing myself to believe more (not totally😉)his mild at worst recession call😅
Nice discussion thank you
I know he is kidding you Kevin because We Love You🤴🥇🤗 We need you back too so you can needle Patrick in your classic way😉and get him fired up😂
Go Patrick! Who needs Kevin? (Joking Kevin)
The Buffett indicator is at 211%. Anything over 140% is dangerous. Berkshire Hathaway currently has the largest cash position. Short term inflation and jobs are on the line. The customer is over leveraged. Can we go higher? Sure. I'm sitting on the sidelines.
Don’t see your worries in equities
I don't get it!!! Inflation is still high and will remain high for at least 6 months. Jobs is not the primary mandate. What's the point of double taping like what happened in the 70s where the second tap was a punch that took years to recover from. Other countries are not pushing tariffs so they can tap the brake.
I think your understanding of inflation is greater than your guest.
The discussion about inflation is embarrassing. So many bad takes and a fundamental misunderstanding of inflation
@DeFi-Macrodosing