The Compound and Friends Best Burger in NYC
Mar 4, 2022
In this engaging discussion, guests JC Parets and Dan Nathan share their insights on market trends and investing. JC highlights chart analysis, while Dan delves into the dynamics of buying dips and retail investor behavior. They also tackle the shifting landscape of venture capital and corporate withdrawals from Russia. And in a delightful twist, they debate the best burgers in NYC, reminiscing about culinary favorites like the Black Label Burger at Minetta Tavern, all while weaving in humor and pop culture. It's a mix of serious finance and fun foodie banter!
AI Snips
Chapters
Transcript
Episode notes
Have a plan
- Have a plan when buying stocks, don't just wing it.
- Composer lets you easily build and backtest systematic trading strategies.
Commodity Cycles
- Commodities have gone up before and will continue to have cycles.
- Many new investors haven't experienced a commodity bull market.
Stocks vs. Commodities
- The trend of stocks outperforming commodities is reversing.
- This is a long-term, secular cycle, not a short-term trade.