The Compound and Friends cover image

The Quantum Realm

The Compound and Friends

CHAPTER

The Difference Between Opinions and Vibes and Hard Data

S&P home builders ETF XHB up 32% year to date with what interest rates have done. Consumer confidence hit a 17-month high of 109.7 in June, reflecting a slowdown in inflation and fewer worries about a recession. People aren't getting laid off. Inflation is cooling off. You had a higher GDP revision today. Employment is still super tight. Where's the recession?

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner