2min chapter

The Compound and Friends cover image

It’s GLD, b*tch!

The Compound and Friends

CHAPTER

XLK XLF Is Just Microcosm of Growth

XLK XLF ratio is just microcosm of growth. If financials on a relative basis, relative to tech are at 50, you're looking at 10s at six. I would just also add that you could see value within tech, for example. Tech is obviously dominated by growth stocks, but you could see it. Absolutely. Like Intel looks better than a lot of other semi stocks right now. Jayce: None of these guys have brands. They're all cooked. Every one of them. Do you own any Bitcoin?

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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