The Compound and Friends cover image

The Compound and Friends

Priced to Perfection

May 3, 2024
01:33:33
Snipd AI
Jeff deGraaf, Market Cycle Clock expert from RenMac, joins The Compound and Friends to discuss technical analysis, momentum factor, Apple outlook, Market Cycle Clock, the Fed, Starbucks earnings, and more. The podcast covers market trends, stock declines, market dynamics, consumer spending shifts, momentum analysis, potential 5% 10-year yield, and a fun comparison of John Wick and Ripley movies.
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Podcast summary created with Snipd AI

Quick takeaways

  • Market Cycle Clock shows neutral positioning with average returns, aligning with Powell's inflation views.
  • Starbucks stock decline linked to poor earnings, consumer behavior shifts, and CEO acknowledgment.

Deep dives

The Market Cycle Clock Indicates Current Inflation and Growth Trends

The Market Cycle Clock displays a unique view of the current inflation and growth trends. It shows that inflation has risen but growth is still solid, positioning in a neutral zone leading to average returns. This clockwise movement is unusual and indicates potential alignment with Powell's statements on inflation and growth trajectories.

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