A brilliant podcast by Deepak Shenoy - summarized the rate hike cycles and other topics. Speaks at length about debt and leverage in interest rate cycles. And his view on all asset classes - equity, bonds, gold and real estate. Touches upon what’s going to happen with VC drawdowns too. A lot of takeaways and simplified explanations for what is happening in the markets and what happens with companies in a high-interest rate environment.
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