The Compound and Friends cover image

It Turns Out the Fed Doesn’t Matter

The Compound and Friends

00:00

Performance of 60-40 portfolios, success of US large cap growth, speculation in markets, and job market strength

This chapter explores the performance of 60-40 portfolios and the unexpected success of US large cap growth stocks. It also discusses speculation, euphoria in the market, the impact of AI, and the role of inflation in market movement.

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