The Compound and Friends cover image

When in Doubt, Zoom Out

The Compound and Friends

CHAPTER

How to Be a Bearish Strategist

The key indicator here is the earnings revisions and you see such a beautiful lagging indicator over price. The only one who's like meaningfully above where we are right now is always fun. Most strategists are becoming bearish because they're talking to their buy side clients.

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