The Compound and Friends

We Have Lost All Sense of Decorum

16 snips
Jul 21, 2023
Guest
Sam Ro
Guest
Jack Raines
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Episode notes
1
Introduction
00:00 • 2min
2
The Stephen Talkers in the Hamptons
01:32 • 2min
3
The Birdie's Ready
03:06 • 1min
4
Red Hole 12 Management's Cover Call Strategy
04:35 • 3min
5
The Legend of Liquidity
07:17 • 2min
6
Liquidity: A Day Trader's Guide to Success
08:54 • 2min
7
How to Make Money With Memes
10:27 • 2min
8
How to Make a Meme
11:58 • 2min
9
The History of Mark Zuckerberg
13:34 • 3min
10
The AI Gap in the Market
16:23 • 3min
11
The Stock Market Influences How Companies Behave
18:55 • 2min
12
Google Testing a New Tool That Can Write News Articles
20:32 • 2min
13
The Future of AI
22:16 • 3min
14
The Future of AI
24:50 • 2min
15
How to Decompose the Value of AI
26:29 • 2min
16
The Importance of Concentration in the Stock Market
28:11 • 2min
17
The Importance of Valuation
29:49 • 2min
18
The Dangers of Valuation
31:22 • 2min
19
The Overvaluation of Stocks
32:55 • 2min
20
The Schiller PE Ratio Is Now 30ish
35:00 • 2min
21
The Shiller PE Trending Higher Every Decade
36:34 • 2min
22
How to Calculate the PE Ratio
38:06 • 2min
23
How to Short Nvidia Stocks
39:38 • 2min
24
The S&P 500 Quarterly Bottom Up Earnings
41:12 • 2min
25
The S&P 500's Earnings Peak
43:18 • 2min
26
The S&P 500 and the Bear Market
44:50 • 2min
27
The Fed's Expectations for Margin Expansion
46:27 • 2min
28
The Effect of Operating Leverage on Earnings Growth
48:11 • 2min
29
The Most Conservative Strategy Is on Wall Street
50:26 • 2min
30
The Challenges of Value Management
52:07 • 2min
31
The S&P 500 Is Trading Higher Than Almost Two Years Ago
53:48 • 2min
32
The Importance of Economic Growth
55:22 • 2min
33
Wall Street Strategists Are Still Bearish on the Second Half Despite Being Bearish This Whole Time
57:23 • 2min
34
The Truth About UBS's Targets
58:54 • 2min
35
The Most Tragic Trade in the Stock Market
01:00:46 • 2min
36
How to Be a Bullish Investor
01:02:33 • 2min
37
The Type Two Charlatan Calls for the End of the World
01:04:19 • 2min
38
The End of Charlons
01:05:59 • 3min
39
The Economics of Bearishness
01:08:52 • 2min
40
The Psychological Component of OA
01:10:32 • 2min
41
How to Get Rich in the 2023 Bull Market
01:12:19 • 2min
42
How to Draw Attention to Drug Dealing Websites
01:14:24 • 2min
43
Twitter Pays You $50,000 a Year to Tweet
01:15:59 • 1min
44
The Motherfucking Haters: How to Make Money on Twitter
01:17:18 • 2min
45
The Death of a Social Network
01:19:03 • 2min
46
The Rise and Fall of Twitter
01:20:45 • 2min
47
How to Be a Successful Twitter Personality
01:22:19 • 2min
48
LinkedIn's Personal Finite Attack
01:24:01 • 2min
49
The Importance of Taking Things for Granted
01:25:34 • 2min
50
How to Be a Successful Newsletter Writer
01:27:07 • 2min
51
How to Be a Successful Writer
01:28:48 • 2min
52
Ray Romano's Movie Out More
01:30:31 • 2min
53
How to Sign Up for an Independent Newsletter
01:32:11 • 2min
54
The Sandbox Daily
01:33:48 • 2min
55
How to Love Your Job
01:36:17 • 2min
56
How to Be a Stand-Up Comedian
01:37:55 • 2min
57
How to Be a Successful VC
01:39:34 • 3min