The Compound and Friends cover image

That Wasn't the Bottom

The Compound and Friends

00:00

The Importance of a Money Supply Boom

There's been 13 quarters since 1950 where the s&p was up 5% or more in q1 and 11 times it was higher in q2. The problem that I have is yeah, you can't rationalize the indicators. There's great So there's gonna be somebody epically wrong here just on the money supply. We've raised rates faster than Paul Volcker did when he did it You were at a generational low of government debt to GDP. It was not we're not we're Not I think it was 42 percent today. We're at 137.

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