Playback speed×Share postShare post at current timeShare from 0:000:00/Generate transcriptA transcript unlocks clips, previews, and editing.5First Live StreamASML's earnings, a new Robert Shiller chart, and the Tension of Base Rates and Growth InvestingRené SellmannJul 15, 20265ShareTranscriptThank you to everyone who tuned into my live video! Join me for my next live video in the app.Get more from René Sellmann in the Substack appAvailable for iOS and AndroidGet the appDiscussion about this videoCommentsRestacksMarket CommentaryTimely analysis of business pivots, earnings, and strategy shifts in public companies.Timely analysis of business pivots, earnings, and strategy shifts in public companies.SubscribeAuthorsRené Sellmann