The Compound and Friends

Catch a Falling Knife

Mar 10, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
Are There Other Silicon Valley Base Banks That Have Similar Deposit Bases?
01:42 • 2min
3
Are You Ready for the Recession?
03:17 • 2min
4
The Bears on Saturn - Oh, You Told Me That?
05:01 • 2min
5
The F***ing Manager Is on Animal Planet
06:51 • 2min
6
The Compound and Friends - Invesco's QQQ
08:26 • 2min
7
Stop Market Is Having a Bad Day
10:26 • 2min
8
Is the 200 Day Going to Be Support?
12:22 • 2min
9
Is This a Rally in a Bear Market or a New Bull Market?
14:17 • 2min
10
Are We Going to See More 50 Basis Points in Height?
15:49 • 2min
11
The Market Is Not the Market
17:34 • 2min
12
Is the Fed Talking Too Much?
19:10 • 2min
13
Don't Fight the Fed on the Way Up
20:53 • 3min
14
Macros - I'm Going to Steal Brian Lund's Line
24:01 • 2min
15
Carlton, You're Still Spending Up a Storm on Broadway
25:42 • 2min
16
Is It Excess in the System or Pent Up Demand?
27:34 • 2min
17
New York City Office Real Estate
29:16 • 2min
18
New York City Office Real Estate - It's Only Zone
30:53 • 2min
19
Tech Layoffs Fall Significantly in February
32:31 • 2min
20
The VIX Is Having Its First Like Big Green Candle in a While
34:06 • 2min
21
Active Versus Passive - Is There Room for Both?
35:44 • 3min
22
Stock Selection, Concentration, and the Conviction to Hang on to Them
38:21 • 2min
23
Kathy Wood - I Love Tesla, but I'm Going to Cut My Position in Half
39:55 • 2min
24
What Should You Have Done About That?
41:31 • 2min
25
How Much Is XLF Down on the Day?
43:13 • 2min
26
Silicon Valley Bank
44:54 • 2min
27
What's Going on in the Stock Market?
46:26 • 2min
28
Silver Gate
48:30 • 2min
29
The Shorts Are Talking About Now
50:16 • 2min
30
JP Morgan, Citadel Securities, Silvergate - What's Going On?
51:49 • 2min
31
Are There Other Banks Out There?
53:34 • 1min
32
The S&P 500
55:03 • 2min
33
The Biggest Winners of All Time
56:36 • 2min
34
The Technicals and the Fundamentals Differ
58:28 • 2min
35
Is There a Difference Between a Stock and a Company?
01:00:03 • 2min
36
Are You a Growth Investor or Value Investor?
01:01:37 • 2min
37
The Biggest Thing You Learned From 2022
01:03:12 • 2min
38
I Can't Tell You How to Get Rich Quick, but I Can Tell You What to Do With Poor Quick
01:04:48 • 2min
39
Banks That Benefit From Rising Rates
01:06:28 • 2min
40
Goldman Sachs vs Morgan Stanley?
01:08:18 • 2min
41
You Know What I'm Trying to Say About the Exchanges?
01:10:13 • 2min
42
What a Great Conference!
01:11:46 • 2min
43
Top Three Broadway Shows You've Ever Seen
01:13:26 • 2min
44
I Never Saw Def Leppard and Poison, but Picture From Home?
01:15:00 • 2min
45
What's Your Favorite TV Show?
01:16:30 • 2min
46
Both Thousand Words - A Book Review
01:18:10 • 2min
47
Podcast Review - Drew 1729 - Best Shape of My Life
01:19:42 • 2min