AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
No Capitulation Necessary
The Compound and Friends
Is Capitulation a Good Buying Opportunity?
Bloomberg plotted the S&P 500 with number of times capitulation is mentioned. The risk that you run into is you buy at the in October of 1929 and it takes you 54 years to get your wealth in real terms. Global equities have accumulated inflows not outflows of USD $169 billion a year to date ETF inflows 417 billion more than eclipsing the redemptions from active funds which is minus 248 billion trends are similar across client categories hedge funds institutional private corporate everybody is a net buyer of US stocks over the last three months all categories. Active US household investors call the 40 trillion dollar whale in the equity markets have still not sold enough to reverse the 4.2 trillion of
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