The Compound and Friends

Bearish but Priced In

10 snips
Mar 31, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Bruxas Guy
01:41 • 2min
3
Ross Be Just Died
03:12 • 2min
4
The Rise and Fall of Meme Stocks
04:59 • 2min
5
The Wealth Effect
06:29 • 2min
6
Jim Bianco and the Nordweg
08:34 • 2min
7
Riddles Wealth Management's Public App
10:15 • 4min
8
The Fed's Tightening Campaign and the Economy
14:35 • 2min
9
The Fed's Fears of a Recession Are Overblown
16:47 • 6min
10
The Importance of Investing in Fidelity
22:25 • 2min
11
The Impact of Bank Deposit Rates on Money Market Funds
24:01 • 3min
12
The Inverted Yield Curve and Shrinking Monetary Aggregates
26:40 • 3min
13
The Secular Trends in the Stock Market
29:55 • 3min
14
The Secular Bull Versus the Secular Bear
32:32 • 2min
15
The Secular Bull Market
34:13 • 3min
16
The Trend Line Breaks in the Nifty 50
37:16 • 2min
17
The Strength of Mega Cap Tech
39:20 • 2min
18
The Nasa 100's Valuation Reset
41:00 • 4min
19
The Fed's Last Hike
44:52 • 3min
20
The Market's Expectation for the Fed's Next Hike
47:33 • 2min
21
The Fed's Unrealized Portfolio Losses
49:22 • 1min
22
The Fed's Duration Mismatch
50:50 • 3min
23
The Risk of Reversals in the Stock Market
53:55 • 4min
24
The Reversal in the Two Year Yield
57:34 • 2min
25
The Fed's Breakdown of the Rate Cycle
01:00:02 • 3min
26
The Fed's Slow Response to Inflation
01:02:58 • 2min
27
The Fed's Balance Sheet Is the Biggest Risk for This Year
01:05:11 • 2min
28
The Fed's Tightening of Financial Conditions
01:06:57 • 5min
29
The S&P 500 Equal Weighted Technicals
01:11:34 • 2min
30
The Risk of Looking at Averages
01:14:02 • 2min
31
The Three Drivers of Gold Price Inflation
01:16:15 • 2min
32
The Importance of Gold in Strategic Asset Management
01:17:59 • 3min
33
The Value of Gold and Bitcoin
01:20:39 • 2min
34
The Bitcoin Maxis Are Not Doing Themselves a Favor
01:22:59 • 2min
35
The Flat Iron Building
01:24:57 • 3min
36
The New Buzz About Office Real Estate
01:27:30 • 2min
37
The Bearish Price of Commercial Real Estate
01:29:29 • 1min
38
How to Be a Great Poker Player
01:30:53 • 2min
39
How to Be a Better Investor
01:33:15 • 2min
40
Wayne Coin: A Fanboy Experience
01:35:09 • 3min
41
The Importance of Impermanence
01:38:29 • 3min