The Compound and Friends cover image

That Wasn't the Bottom

The Compound and Friends

00:00

The Opposite of What You'd Expect

I think there was like two and a half catalyst for the stock market to rally whether we're talking about Tech or the market just whatever. I think it's a combination of interest rates falling which might be the same thing as stocks anticipating a fed pause. People not being prepared for rally and being really off sides So if you look at some of the things I performed best in the first quarter It was things that had the shittiest 2022.

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