The Compound and Friends

Strength Leads to Strength

31 snips
Oct 18, 2024
Warren Pies and Fernando Vidal, co-founders of 3Fourteen Research, dive into the intricacies of investment strategies and asset allocation. They discuss the ideal conditions for gold amid shifting market valuations and share insights on the recovery of the S&P 500 post-bear market. The duo explores the dynamics of large-cap stocks and the impact of technology and AI on market trends, while also unveiling their innovative ETF strategies that recently gained substantial assets. Their engaging perspectives illuminate the complexities of today's financial landscape.
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ANECDOTE

Draper's Donations

  • Tim Draper donated to both Harris and Trump campaigns.
  • He claims this allowed him to meet both and make an informed decision, endorsing both.
INSIGHT

Tech Stock Performance

  • Tech stocks show the biggest drawdown and the biggest recovery since the 2022 bear market.
  • This highlights the sector's volatility and resilience.
INSIGHT

Gold's Perfect Backdrop

  • Current market conditions favor gold, with fiscal deficits and peak employment.
  • A Trump win, higher capital gains taxes, and a steeper yield curve are anticipated.
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