Latest / Coburn Ventures Podcast
#104: 2022 Fundamentals Condition Valuation. Getting to the "Other Side"...A Light Spin on the "Other Room"
We interrupt our regularly scheduled programming to bring you some thinking on the current market environment and how that relates to process. This is a light spin on our conceptualization of the "Other Room" of the 2010's. Now, we look for signal in the noise about what investing looks like inside a world of increasing inflation, so we also want to know what the signs are for looking through that period to the "Other Side". We'll discuss a few ways to approach this through the investment process, so let's jump in.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.