AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Bearish but Priced In
The Compound and Friends
The Secular Trends in the Stock Market
The NASDAQ is now three straight months of Outperforming the S&P. So it seems like this banking crisis Sort of like through a monkey wrench into the everything else trade and everyone ran back into the cash-rich Thanks Docs, but maybe that's counter trend and what you're talking about is the real trend. Yeah, I'd love for you to talk about Your super cycle idea and then kind of answer that rotation question for me if you could yeah, absolutely.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode