Whither equity investments?

[xerty]

Cross posting the excellent macro video from Einhorn here as well as inflation.

Inflation/stagflation Thread

This was a fairly short and excellent video by Einhorn, big time hedge fund manager. Macro commentary on US debt, Fed, inflation, and historical perspective. Well worth a quick watch. Lots of good joke slides too, so it’s entertaining as well. [Sohn 2022 | An Investment Idea from David Einhorn]