Technology is a Deflationary Force

In this week-before-Thanksgiving episode, Doug and Greg Stokes guess what we’ll be discussing around the dinner table next week. They combat the negativity/bubble talk and break down why we’re not in a euphoric period. They also examine historical data on normal, small market corrections, the life and cost-saving data on autonomous driving, and the productivity gains/cost reduction that will come from this tech revolution.

Key Takeaways

[00:16] - Small market corrections are normal

[07:52] - The rise of autonomous driving is going to change the world

[11:20] - Inflation talk is back, but technology is deflationary

View Transcript

Links

Fear and Greed Index

The probability of default for AAA-rated to CCC/C rated

Tesla FSD: 6.4B miles, only ~2 reported fatalities

Bill McBride - The Future is So Bright

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