The Compound and Friends

Where is the Crash?

13 snips
May 19, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Stewardship in Investing
01:37 • 2min
3
The New Buffett Letter to the Shareholders
03:18 • 3min
4
The Responsibility of the Board of Berkshire
06:01 • 2min
5
The Next Warren Buffett
07:54 • 2min
6
The CrainShares China Internet ETF
09:36 • 2min
7
Morgan House: The Best Financial Rider of Our Generation
11:57 • 1min
8
The Psychology of Money
13:18 • 2min
9
The Importance of the Cover
14:55 • 2min
10
The Power of Stories
16:25 • 2min
11
The Psychology of Money
18:06 • 2min
12
The Advantages of Giving Your Money to Your Kids
19:41 • 2min
13
The Importance of Philanthropy
21:37 • 2min
14
The Silver Linings of Generational Wealth Transfer
23:56 • 3min
15
How to Make Money on Tinder
27:13 • 2min
16
The Importance of Accountability in Investment Management
29:15 • 2min
17
The Disadvantages of Value Investors
30:53 • 2min
18
The New York State's Deputy Superintendent of Insurance
32:34 • 1min
19
The Importance of Growth in Financial Stocks
34:04 • 2min
20
Cable's Perfect Example
35:51 • 2min
21
AI: A Wave of Capital Spending and Cost Savings
37:26 • 2min
22
What Doesn't Change?
39:03 • 2min
23
The Future of AI
40:36 • 2min
24
The Blind Monkey
42:18 • 2min
25
The Market Crash: Where Is the Economy Going?
43:50 • 2min
26
The Fed Raised Interest Rates 500 Basis Points and Everyone Predicted Recession
45:29 • 2min
27
The Unwinding of the Bubble
47:12 • 2min
28
How to Counter the Argument of What Earnings Are Doing
49:08 • 2min
29
The Negative Effects of Refinancing on the Market
51:03 • 2min
30
The S&P Net Profit Margin
52:40 • 2min
31
The Rise and Fall of Profit Margins
54:14 • 2min
32
The Irony of Wage Expansion
56:33 • 2min
33
The Bottom of Profit Margins
58:11 • 2min
34
The S&P 500 Breaks Out to the Highest Level Since August 2022
01:00:33 • 2min
35
The Nature of Surprises
01:02:08 • 2min
36
The Predictability of Banks
01:03:58 • 2min
37
The Consolidation of the Big Banks
01:05:35 • 3min
38
The Rise of Silent Banks
01:08:12 • 2min
39
The Importance of Core Funding
01:09:48 • 3min
40
Ban Short Selling in Financial Stocks
01:12:41 • 2min
41
The Wild Card in Banking
01:14:19 • 2min
42
Connecticut Passed a Bill for Baby Bonds
01:15:52 • 2min
43
Connecticut Baby Bonds: A New Way to Transform the Future of Our State
01:17:25 • 2min
44
Connecticut's $600 Million Superannuation Scheme
01:19:12 • 1min
45
The S1 and the WeWork Debacle
01:20:39 • 2min
46
The Worst Investment of All Time
01:22:14 • 2min
47
How to Promote Your First Book
01:24:08 • 2min
48
The Future of Streaming
01:25:48 • 2min
49
Morgan Hausle's Podcast
01:27:25 • 2min
50
How to Multitask More Than You Used To
01:28:56 • 2min
51
The Importance of Reading With Kids
01:30:42 • 2min
52
The Importance of Favorites
01:32:17 • 2min
53
The Importance of Americana
01:34:34 • 3min
54
Sam's L81 Years Old Legendary Investor Passed Away
01:37:11 • 2min
55
The Best Sam Zell Story I've Never Heard
01:38:55 • 3min