It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Bubbles mini-series Episode 1: What are bubbles?
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Manage episode 279971837 series 2660668
Conteúdo fornecido por Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Low Rates High Returns, Pete Wargent, and Stephen Moriarty ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
The excessive bubbles of history took a great economic situation and extrapolated it into the future, based on an assumption that today’s perfect conditions will continue.We find there are bubbles in all asset classes – property, stocks, art, basically any area where people trade.Jeremy Grantham recently said - “We are in a bubble,” “but it is unlike any other.”Everything is overpriced, he said, but there is no way to say when they will peak.To call that peak, it is useful to look for signs of “crazy” behaviour.In this episode, we ask what is a bubble? Is there any agreement on what constitutes a bubble? Are there any similar characteristics?We also discuss bubbles across countries, industry sectors and of course individual companies.Thanks for listening!Download a free chapter from our book ’Low Rates, High Returns’www.lowrateshighreturns.com/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63
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71 episódios
MP3•Home de episódios
Manage episode 279971837 series 2660668
Conteúdo fornecido por Low Rates High Returns, Pete Wargent, and Stephen Moriarty. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Low Rates High Returns, Pete Wargent, and Stephen Moriarty ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
The excessive bubbles of history took a great economic situation and extrapolated it into the future, based on an assumption that today’s perfect conditions will continue.We find there are bubbles in all asset classes – property, stocks, art, basically any area where people trade.Jeremy Grantham recently said - “We are in a bubble,” “but it is unlike any other.”Everything is overpriced, he said, but there is no way to say when they will peak.To call that peak, it is useful to look for signs of “crazy” behaviour.In this episode, we ask what is a bubble? Is there any agreement on what constitutes a bubble? Are there any similar characteristics?We also discuss bubbles across countries, industry sectors and of course individual companies.Thanks for listening!Download a free chapter from our book ’Low Rates, High Returns’www.lowrateshighreturns.com/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63
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