Keith Rabois
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Appearances Over Time
Podcast Appearances
It's crazy.
I think the only thing that you should be searching for when you're flying is, is it Argus Platinum?
Yes.
And does it have Starlink?
It's incredible.
Oh, that's it.
Yeah, I mean, look, if I was a betting man, which I am.
You are.
I think the free money trade here is to be levered long.
I think you can make a lot of money right now.
Why is that?
The first chart I want to show you is the velocity of money.
So what is this?
This is the M2 money supply.
It's a measure of how much money is circulating in the economy.
What this shows is the impact of rates, where we were able to start to slow down and contract the money supply.
But then as you saw, as the economy stabilized and people started to project what's possible in 18 to 24 months, you started to see money coming back into the system.
That's what has given a bid to the equity markets.
That's great because a percentage of this capital
gets allocated into things that can generate a superior return to money markets.