The Compound and Friends

No pivot!

Nov 4, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Financial Time Everest
01:38 • 2min
3
The Cuban Missile Crisis
03:13 • 2min
4
Celebrity Culture in the 20th Century
04:52 • 2min
5
Masterworks Investments - Episode 69
07:05 • 2min
6
Top Out of Friends, Episode 69
09:13 • 2min
7
Is Mark Benioff Man of the Year?
10:54 • 2min
8
The Philly Sports Podcast - I'm a Philly Fan.
12:35 • 2min
9
The Transcript
14:05 • 2min
10
Carlton, You Got the Transcript?
15:46 • 2min
11
What's the Best Place to Get a Transcript?
17:21 • 2min
12
The Market Ripped 3% From 2.30 PM to the Close
19:00 • 2min
13
The Market Didn't Like This, Not One a Bit
20:39 • 2min
14
Fed Chairperson - Is J. Powell Going to Be Remembered?
22:20 • 2min
15
The Biggest Policy Error in 50 Years
23:55 • 2min
16
Can We Manage a Recession?
25:58 • 1min
17
Is the Fed Going to Pivotdovish?
27:27 • 2min
18
Will the Fed Lay Up Until We Get a Recession?
29:05 • 2min
19
The Fed Is Not Going Back to the Way It Used to Be
30:43 • 2min
20
Coinbase
32:21 • 2min
21
The Worst Thing I've Ever Seen
34:09 • 2min
22
Is Facebook a Metaverse Company?
35:49 • 2min
23
Is the S&P 500 Estimates Crashing?
37:30 • 2min
24
The S&P 500 Earnings Component Is 70% Goods, 30% Services
39:03 • 2min
25
How Much Is Baked in a Running?
40:40 • 2min
26
Apple's Market Cap Is Bigger Than Meta Amazon and Alpha
42:11 • 2min
27
The Fear of Greed Continuum
43:53 • 2min
28
Will We Get to 2200 on the S&P?
45:48 • 2min
29
Is There a Bull Market in the Stock Market?
47:45 • 2min
30
Earnings Misses Are Not Being Kind to Stocks That Miss
49:27 • 2min
31
What's the Best Stocks in the Market This Year?
50:59 • 2min
32
Apple's the Last Man Standing
53:09 • 2min
33
Is Apple a Staple?
55:04 • 2min
34
What's Going on in the Market?
56:48 • 2min
35
Is There a Capital Market Shutdown?
58:29 • 2min
36
The Lehman Brothers Cover Story From Barrens
01:00:03 • 2min
37
Exactly I'm on the List of the Managing Director of an Industrial Company
01:02:32 • 2min
38
The Biggest Tax Law Selling Opportunity in Two Generations
01:04:10 • 2min
39
Office Building Values Rise by an Inflation Adjusted 91%
01:05:46 • 2min
40
What Happens to Commercial Real Estate Prices?
01:07:34 • 2min
41
Apple Down Four Straight Days More Than One Point Five Percent
01:09:13 • 2min
42
The Consumers Subscribe to My Mac Rollers
01:10:45 • 2min
43
What Is Cash Flow?
01:12:16 • 2min
44
Is the Economy Going to Get Cut in Half?
01:13:49 • 2min
45
Is There a Recessionary Economy?
01:15:27 • 2min
46
Investing in a Private Twitter Deal
01:16:59 • 2min
47
Are You Thinking of a Duck Build Platopus?
01:18:51 • 1min
48
Fusion Power Source of the Sun
01:20:20 • 2min
49
Energy Fusion Is the Next Big Milestone
01:21:51 • 2min
50
Helion Energy Dot Com
01:23:25 • 2min
51
Dude Dude Season Two
01:25:03 • 2min
52
You Don't Listen. That's What's Funny
01:26:36 • 2min
53
Is It a Play or a Musical?
01:28:08 • 2min
54
Did They Like Make It Into a Musical?
01:29:45 • 1min
55
The Origins Podcast
01:31:14 • 2min