The Compound and Friends

The Game Has Changed

Dec 2, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 4min
2
The Asshole, I'm Not Going to Manhattan for 15 Minutes
04:00 • 2min
3
The Junk Stocks Rally After Thanksgiving
06:15 • 2min
4
The NASDAQ Market Site in Times Square, New York.
08:20 • 2min
5
Composer
10:11 • 4min
6
Using Trend Following to Make Money and Control Your Risk
14:31 • 5min
7
Buy Stocks That Are Already Going Up - Is That a Good Place to Buy?
19:17 • 5min
8
What's the Difference Between the Dow and the S&P 500?
23:59 • 2min
9
The Dow and the NASDAQ - Growth Versus Value?
25:43 • 2min
10
Is PPI Rolling Over?
27:51 • 2min
11
The Dollar Is a Reflection of Financial Conditions, Right?
29:40 • 2min
12
Is There a Signal in the Dollar?
31:40 • 3min
13
Is the Dollar Dropping Like a Stone?
34:19 • 2min
14
The Model Portfolio Shift in Investment Grade Spreads
36:16 • 4min
15
Bonds Are More Attractive Than Stocks, Right?
39:51 • 4min
16
The Seeds to Lower Yields and Lower Oil
44:06 • 2min
17
Home Sales Picking Back Up
45:51 • 3min
18
Nasdaq
48:47 • 5min
19
Vanguard Investors Are Taking Money Out of Their Accounts
53:21 • 1min
20
Are You Taking a Hardship Withdrawal?
54:49 • 2min
21
The Yield Curve Is Not Sending a Recessionary Signal
57:14 • 2min
22
Is the Fed Overconfident in Their Ability to Predict the Future?
59:17 • 2min
23
The T-Stat - The Bottom Pane, Right?
01:00:55 • 2min
24
Inverted Yield Curve Could Cause a Recession
01:02:58 • 2min
25
Buybacks Are Holding Up at 6.8% of Revenue
01:04:58 • 5min
26
Energy
01:10:10 • 2min
27
What's Your Overarching Message to People About 2023?
01:11:53 • 4min
28
The Big Takeaway - The Two Things That Never Change
01:16:00 • 3min
29
The Godfathers - What the F*** Is the Name of the Show?
01:19:11 • 3min
30
The Rings of Power - The Worst Show I've Ever Seen
01:21:45 • 3min