The Compound and Friends

This Is a Hitchcock Horror

7 snips
Oct 7, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
The Fed Chair, I'm Not a White Dude.
01:54 • 2min
3
The Cleveland Fed in Inflation
03:34 • 2min
4
What's Going On, Man?
05:20 • 2min
5
Do You Have a Zero Percent Chance?
07:16 • 2min
6
The S&P Was at 2,400. All Right, Nick.
08:55 • 2min
7
CrainShares With the K Podcast - Nick Colis
10:59 • 3min
8
The S&P 500 Is on Track for a 2 and a Half Percent Gain for the Second Day in a Row
13:49 • 2min
9
Is the VIX a Good Buy?
15:21 • 2min
10
The VIX North of 30 for the Snapback Rallies and Anything Under 20, Find Something to Sell
17:29 • 3min
11
The Math Behind S&P 500 Price Targets
20:14 • 2min
12
Is This the Peak for the Cycle?
21:45 • 2min
13
Is There a VIX Driven Multiple Compression?
24:05 • 2min
14
Is There a Washout?
25:49 • 2min
15
Bonds or Stocks?
28:05 • 2min
16
What's Your Takeaway?
30:01 • 5min
17
Is There Evidence That Inflation Has Peaked?
34:35 • 2min
18
The Wage Tracker Is Not Going the Wrong Way.
36:21 • 2min
19
The Dollar Is a Trading Signal, Right?
38:13 • 2min
20
The Dollar Unwind Story?
40:39 • 2min
21
Bond Market Moves Slowly This Year
43:01 • 3min
22
Do You Buy This Not Out of the Bonds?
46:30 • 3min
23
Is It Recession-Proof?
49:10 • 2min
24
Are We Going to Buy the New iPhone?
51:26 • 3min
25
Is the Fed Hyperware of Inflation?
54:22 • 2min
26
Is the Job Market Going to End? I Don't Know.
56:43 • 5min
27
European Financials Are Down 30%, Credit Suisse Is Down 80
01:01:37 • 3min
28
Is Tesla Going to Fall Apart?
01:04:40 • 2min
29
Why Tesla Is Highly Valuable?
01:06:41 • 4min
30
What Is the Next Big Thing?
01:10:57 • 5min
31
Is It Really That Simple?
01:15:30 • 2min
32
How Do You Write a Daily Market Newsletter for Your Clients?
01:17:43 • 4min
33
The Long, the Long Slouching Toward Utopie
01:21:56 • 3min
34
The Fed Wants to Get the Labor Force Back to 2019?
01:24:37 • 2min
35
Avatar Review
01:26:46 • 3min
36
SNL - Is This Dead?
01:29:17 • 3min