The Compound and Friends

Somebody's gonna be wrong

Apr 14, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Effect of Desiree and Meta on Employee Morale
02:57 • 2min
3
The Importance of Good Culture in the Stock Market
04:30 • 2min
4
The Morale of the Stock Market
06:32 • 2min
5
The Big Tech ETF: The First FAMIGATE ETF
08:33 • 5min
6
The Importance of Having a Mom
13:53 • 2min
7
How to Say Yes to Opportunities
15:48 • 2min
8
The Importance of Having a Plan
17:34 • 5min
9
How to Grow as a Financial Advisor
22:49 • 1min
10
How to Be a Successful Public Speaker
24:12 • 4min
11
How to Succeed as a Live Speaker
27:47 • 4min
12
The Macro Force That's Making Stocks Work
31:44 • 3min
13
The Importance of Inflation in the Economy
34:22 • 2min
14
CPI and PPI - The Trend Is Not Going to Reverse Back Higher
36:49 • 3min
15
The Market Reacted Positively to the Fed's Rate Hikes
39:28 • 2min
16
The Slowing Average Hourly Earnings
41:03 • 3min
17
The New York Times' Forecast for Earnings
44:28 • 2min
18
The Effects of Silicon Valley on the Stock Market
46:14 • 2min
19
The Negative Economic Shock
48:05 • 3min
20
How to Price in Less Bad Than Expected
50:39 • 2min
21
The Rise and Fall of the Stock Market
53:07 • 2min
22
Dietrich's S&P 500 Futures Chart
54:43 • 3min
23
The VIX Is Breaking and Stocks Are Ripping
57:29 • 2min
24
The Difference Between Bond Market Volatility and the VIX
59:13 • 2min
25
The 10 Day Average of Daily Moves
01:01:13 • 2min
26
The Importance of Cutting Costs
01:02:45 • 2min
27
The Market's Response to Earnings
01:04:30 • 3min
28
The Slowdown in Consumer Spending
01:07:38 • 2min
29
Commercial Real Estate Borrowing
01:09:32 • 3min
30
The Slowdown in Office Reads
01:12:54 • 2min
31
The 0.75% Drag on GDP Growth
01:14:51 • 2min
32
The Decline of Credit Accessibility
01:16:26 • 2min
33
The Stock Market's Oblivious to the Economic Softening
01:18:33 • 2min
34
The Breadth Thrust
01:20:07 • 3min
35
How to Schedule a Date With Your Assistant
01:23:18 • 3min
36
The Importance of Inventory
01:26:18 • 2min
37
The Silent Generation Is Still Buying Homes for Their Grandchildren
01:28:13 • 2min
38
How to Visit Paris for the First Time
01:29:47 • 3min
39
The Parisians Don't Eat Meals
01:32:36 • 2min
40
The Importance of Listening to Your Podcast
01:34:06 • 3min