discount rate

also referred to as: discount rates

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 15, 2020 by Bob Litterman · across every show →

Everything said about discount rate, oldest first

Jun 15, 2020
Insight
Economic models must match market discount rates rather than picking arbitrarily.
“You don't get to pick a discount rate. You have to match it to the discount rates you see in the market.”
Bob Litterman Jun 15, 2020 ▶ 13:26 Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
Sep 30, 2024 positive
Insight
Salem: 40 years of falling interest rates provided massive industry tailwinds
“Those of us who entered the money management industry roughly when I did had essentially a forty-year tailwind of falling discount rates in the global economy generally. Which creates multiple expansion. What does that favor? It favors all kinds of enterprises…”
David Salem Sep 30, 2024 ▶ 10:26 David Salem - Investment Wisdom from the Owner's Box (EP.409)
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