The Compound and Friends cover image

Somebody's gonna be wrong

The Compound and Friends

00:00

How to Price in Less Bad Than Expected

S&P 500 has best, and I never saw this before, best pre-earning season, performance is 2009. So it seems to me that whatever less bad- Hold on. S&P is one month return before earnings season. And it's the best we've had since up 6% ish. The other thing is this could just end up being a really, really long cycle that takes a while to reset the business cycle.

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