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10 results for “market dynamics”
But at the same time, they have this internal notion that there are other parts that are just worse than it seems, that there's a nagging slowness or a nagging underperformance to the economy in broad areas. They can't quite put their finger on it be
2:58 / 4:05
from transcript2:58 – 4:05
is to run as much consumer demand through one capital structure as possible so we can just absorb all the fixed costs and then make the variable cost as low as possible. Yeah. It'd be fun to think about we're on such a kick here with these, like, typ
1:54:44 / 1:55:46
from transcript1:54:44 – 1:55:46
...find markets and talent anywhere in the world and exploit them. That's just the way that we've been constructed. I think there are opportunities in that deglobalization, but you kinda have to squint to see them a little bit. Yeah. If you have, like,
11:14 / 12:16
from transcript11:14 – 12:16
...companies typically don't serve the end consumer.
9:32 / 10:54
from transcript9:32 – 10:54
There's carve outs for certain industries and then there's not. It just seems extremely chaotic. Like, what are you telling businesses? How are you dealing with it with your own? Yeah. The tariffs are a really challenging example of when the macro po
3:00 / 4:00
from transcript3:00 – 4:00
...The market is what allocates resources. In a situation of scarcity, the market allocates them the best. And Hayek will add to that by saying prices are information signals, and a price sends information to buyers and sellers about how they should act
1:19:28 / 1:20:40
from transcript1:19:28 – 1:20:40
And so Keynes says, sure. That's one theory, but something different is happening right now. Part of why it's happening is because we have work the working class is more empowered now. They're not simply gonna just take low wages and ride them down t
52:27 / 53:32
from transcript52:27 – 53:32
...four, capital markets. Those are what you study in business school. And you learn the best time to finance is when you don't need money, and the worst time to finance is when you need money. And lastly, the two that you really don't learn in school.
14:57 / 16:04
from transcript14:57 – 16:04
...markets are very robust, as you mentioned earlier. Public markets set good marks for people that want to sell assets, but also give people confidence in buying assets that they're buying into a strong economy and strong times ahead and not weaker tim
9:40 / 10:54
from transcript9:40 – 10:54
...markets. But, you know, when I talk about, in my book, sort of the Dow below a thousand on the day I graduated college, and it's 40,000 today, I mean, 40 times gain. And I do feel like a lot of that was driven by globalization. And I think if that wa
29:09 / 30:16
from transcript29:09 – 30:16
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