The Compound and Friends cover image

Bearish but Priced In

The Compound and Friends

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app