The Compound and Friends

The Battle to Remain Bullish

6 snips
Sep 9, 2022
Brian Belski joins a lively debate on earnings, recession odds, rate hikes and whether the market’s bullish case can survive relentless pessimism. The conversation also ranges from tech stocks and consumer spending to Canada, the labor market, fixed income and the possibility of a new secular bull market.
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Line of Succession as Not Doing Brother
01:47 • 6min
3
Canadian Investors Hate Canada, Right?
07:47 • 3min
4
Do 60 Nes Comein, Isn't It?
11:14 • 2min
5
Investing
13:43 • 2min
6
I'm a Piper, I've Just Been Blessed and Lucky.
15:13 • 2min
7
The New Note Is Cold
17:38 • 5min
8
Investor Conference Season, More Than Ever
22:21 • 3min
9
What's Going on in the Stock Market?
25:45 • 2min
10
Why the Hell Would You Want to Buy Tech?
27:42 • 2min
11
The Phomo Trade Hasn't Even Started Yet
29:15 • 2min
12
Do You Really Think These People Are Going to Stop Shopping?
31:41 • 3min
13
Is It Measured by an Investor's Intelligence?
34:57 • 2min
14
The Four Horseman of the Apocalypse
36:37 • 2min
15
Do You Need Capitulation?
38:10 • 2min
16
The New Secular Bow Market
40:15 • 2min
17
We're Not Going to Stop Spending Money Alviso
42:38 • 5min
18
Is Pattern Analysis Making Sense?
47:33 • 2min
19
Is There a Soft Landing?
49:14 • 2min
20
Are We Going Back to Work?
51:01 • 3min
21
Is There a Recession?
53:36 • 2min
22
The Dust Bowl, Is It?
55:48 • 4min
23
What Do You Think About Fixed Income?
59:57 • 2min
24
Is There a Magic Number?
01:01:30 • 4min
25
Don't Sit Across the Table, They're Not Coming Back.
01:05:54 • 2min
26
What's Going to Come Out Next Tuesday?
01:07:32 • 2min
27
Are You a Good Writer?
01:09:15 • 3min
28
The Great Bears Are Smart, but Theyr, You Know, Theyr. And the Coolest Thing About Merril
01:12:09 • 6min
29
Howard Stern, a Superfan?
01:17:39 • 4min