The Compound and Friends How to Tune Out the Noise
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Apr 15, 2025 Discover how to navigate the chaos of market distractions, from social media to economic uncertainties. The hosts dive into Google's ad revenues and its competitive landscape, while also exploring shifts in luxury real estate buying trends. They touch on mixed results from investment banks and examine the future of autonomous rides with Uber and Waymo. With insights on mortgage rates and reflections on current market volatility, this discussion emphasizes the importance of discerning information in a rapidly changing financial world.
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Noisy Times
- The current market environment feels similar to the 2010-2013 period, dominated by noise.
- The current data is even noisier due to the entanglement of market, economic, and political factors.
Tune Out the Noise
- If overwhelmed by conflicting market opinions, sometimes it's best to disengage.
- The constant influx of information can be confusing and counterproductive for some investors.
Always Angry
- Josh Brown explains his immunity to market noise by referencing a scene from The Avengers.
- Constant exposure has made him less reactive to new information.