The Compound and Friends Adam Parker Returns
Jan 19, 2024
In this podcast, the speakers cover a range of interesting topics including economic conditions, the 2024 market outlook, earnings growth, the impact of interest rates on the wealth effect, absurd prices for orange juice, the relationship between interest rates and multiples for growth stocks, and the impact of buybacks on value stocks. They also share their thoughts on Fargo season and ask for opinions on True Detective.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Analyzing Activist Situations and Capital Use
02:05 • 2min
The Business of Advisory Quant and Custom Risk Analysis
04:06 • 7min
Economic Conditions and Market Factors
11:08 • 21min
The Impact of Interest Rates on the Wealth Effect
31:51 • 4min
New Hotel and Absurd Prices for Orange Juice
35:57 • 2min
Interest Rates and Multiples for Growth Stocks
38:14 • 24min
The Impact of Buybacks on Value Stocks
01:01:48 • 21min
Thoughts on Fargo Season and True Detective
01:22:43 • 10min