The Compound and Friends cover image

We Are Ready For Prime Time

The Compound and Friends

00:00

The Fed Shouldn't Pause

The S&P 500 has averaged a 6.7% gain in six months following megacap outperformance streaks, according to BMO Research. When the new leadership is so narrow, it doesn't usually fall apart and the rest of the market tends to catch up. But we have to be right on that call as well: Oil stocks are the worst. China just entered a bear market. The bear economy is the slowest we've seen in our lives. And what the Fed is looking at, lagging indicators.

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