T&C | Episode 19: A Frugal Pair/Lumber vs. Timber/Dilution vs. Delusion
tmoore2021-06-15T20:59:11+00:00Come aboard. We’re expecting you… We make another run after a technology glitch to discuss the Love Boat’s star-crossed investors, the knife-sharpening industry, and the strange dichotomy between market complacency as a whole versus the mania around retail trading in meme stocks. From there, we delve into a discussion of inflation as reflected in things like lumber and labor. We then debate how a trade can be both right and wrong concurrently and why capital allocation matters for companies in secular decline.