Interest Rates, Recessions, Customer Behavior, and Themes vs. Individual Ideas

1:00 Geoff’s take on Ajit Jain's sales
2:30 Berkshire, Chubb
4:00 Policy in markets
7:10 Yield curve, interest rates, recession fears
15:00 Bifurcated market
22:00 Hurdle rates during a changing rate environment
25:00 Banking over the next few years
35:22 $CELH
40:00 Customer behavior
54:00 Themes vs. individual ideas
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[@AmArJoT0o]

Thank you! I liked the brief bit about Geoff talking about economic history during Roman times/pre 1700s

[@NathanPederson-ib6ml]

What ever happened with parks?