Part 9/11:
Elon Musk remains cautiously optimistic, suggesting that we might be heading into a second Roaring Twenties, driven by technological innovation and possibly a more supportive monetary environment. However, he acknowledges that if interest rates stay high or increase further, the typical growth-driven investments, such as Kathy’s tech-focused funds, could face headwinds due to the higher cost of capital.
Kathy, motivated by her fund's focus on tech, is more optimistic about lower inflation and interest rates fueling growth. She believes that innovation will ultimately prevail, solving complex problems and contributing to economic expansion.