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    <title>The Minutes of David Friedberg on investment</title>
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    <description>Everything David Friedberg has said on investment: 2 verbatim quotes between July 2026 and August 2026, each with a timestamp and a link to the recording…</description>
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      <title>Friedberg argues 10% pretax treasury yields make high P/E semiconductor stocks unattractive comparatively.</title>
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      <description>“I could now buy a US government bond that pays me 10% pretax a year. Why the heck would I pay 50 times earnings for semiconductor stock?” — All-In Podcast</description>
      <pubDate>Fri, 31 Jul 2026 22:23:00 +0000</pubDate>
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