Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36
Introduction
00:00 • 3min
Microsoft Is Down 21 Points and Counting
03:02 • 2min
The Twin Towers
04:59 • 3min
The Importance of Referees
08:13 • 2min
The Compound Friends Episode
09:48 • 2min
The Compound in France: The First Show
11:32 • 3min
The Key Reversal Day
14:33 • 3min
The Dow's New All Time High
17:20 • 2min
The Gambler's Fallacy
19:19 • 3min
The RSP Is Engulfing the Four Previous Days
22:31 • 3min
The Reversal in Megacap Growth in 2022
25:16 • 2min
The S&P 500's Market Returns Since June of 2013
27:25 • 2min
The S&P 500 Bottomed in October
29:35 • 2min
The Dollar Reversal: A Big Deal
31:49 • 2min
The Dollar's False Breakdown
33:29 • 3min
The GW Royder Indicator
36:04 • 3min
HDFC Bank: The JP Morgan of India
39:20 • 4min
The Future of Financials
43:06 • 2min
The Bahamas Story
44:38 • 3min
Credit Swiss: The Second Largest Component of the European Financials Index
47:25 • 3min
How to Be a Bearish Strategist
50:05 • 2min
The Divergence Between Individual Investors and Institutional Investors
51:54 • 2min
The Consolidation of Small Caps
53:49 • 3min
The Bearish Commodities Market
56:28 • 3min
How to Close a Stock on a Weekly Basis
59:43 • 2min
The Gray Line: Energy-Relative to Tech
01:01:28 • 3min
The Price of Bitcoin ETH Has Been Boring for the Last Couple of Weeks
01:04:46 • 5min
The Alternative to Gold
01:10:13 • 2min
Ritz Left for Dead Man
01:12:02 • 2min
The Daily Stretch
01:14:11 • 2min
The Class a Tenants Are Crowding Into Class a Buildings
01:16:23 • 3min
The Rise and Fall of the Homeowner Equity Market
01:19:06 • 2min
The Consumer Is Still the Best Performance Sector in the Back Half of Last Year
01:21:31 • 2min
How to Talk to People on LinkedIn
01:23:06 • 3min
MassTech MTX: A Cuban Run Infrastructure Company
01:25:55 • 2min
Seth Klarman's Approach to Shorting Stocks
01:27:57 • 5min