Pricing In Cuts

15 snips

Dec 15, 2023

Bob Elliott, financial expert, joins The Compound and Friends to discuss the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, and hedge fund strategy ETFs. They also explore the impact of interest rates, bonds, and prospects for regional banks, as well as the stability of deposits in small and large banks. Finally, they discuss Netflix's power law structure and strategic promotion, comparing it to traditional cable systems and recommending non-finance podcast Hidden Forces.

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Introduction

00:00 • 2min

Civil War Movie Trailer and Monetary Policies

02:00 • 10min

Discussion on the Stock Market, Monetary Policy, and Economic Factors

11:49 • 4min

Current State of Inflation and Economic Analysis

15:23 • 23min

Evaluation of Overrated Things and Stock Market Performance

38:12 • 2min

The Impact of Interest Rates, Bonds, and Prospects for Regional Banks

40:10 • 4min

Deposits in Small and Large Banks

43:47 • 21min

Netflix's Power Law Structure and Strategic Promotion

01:04:59 • 9min

On episode 122 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, hedge fund strategy ETFs, and much more!

Thanks to Kraneshares for sponsoring this episode. Learn more about the KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) at: https://kfafunds.com/kmlm/#

Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com

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