Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33
Introduction
00:00 • 2min
What Do You Like About Japlu?
01:31 • 2min
Is That a Triad of Sadness?
03:55 • 2min
The Compound Podcast - Dorsey Wright ETFs
05:38 • 5min
XTech, Is That What Makes Us Bullish?
10:23 • 2min
We're Gonna Have Higher Interest Rates Than Zero, Anything's Higher Than Zero
12:17 • 6min
What's Happening Right Now?
18:01 • 2min
Do You Really Think I'm Going to Give You 30?
19:56 • 2min
The Contrarian Signal Is Not Taking That Off the Table
21:29 • 2min
Are You Lowering Your Guidance?
23:10 • 4min
The S&P 500 Multiple Is Up Six Full Multiples in 15 Months
27:13 • 3min
Is the Market Caps Crashing?
29:58 • 2min
What's the Last Five Year Run for the Russell 1000?
32:12 • 4min
Are the 52 Week Highs More Important Than All Time Highs?
35:49 • 2min
Investing in Equity Futures
37:38 • 2min
Stocks Outperforming the S&P 500 Over the Last 12 Months
40:06 • 2min
Why the Hell Are These Stocks Trading at Such Expensive Multiples?
42:23 • 3min
Is There More Staples in the Index?
45:29 • 3min
The Three C's of Communication Services
48:33 • 2min
Are US Stocks a Buy Again?
50:09 • 2min
What's in the Footsie Index?
52:08 • 2min
Is the DAX Making All-Time Highs?
53:43 • 2min
Is the S&P 500 Going to Have a Great Year?
55:41 • 2min
NASDAQ 100 Earnings as a Percentage of S&P 500 Earns
57:14 • 2min
I'm Coming in Here With COVID
59:19 • 3min
The Cam Harvey Effect on the Yield Curve
01:02:35 • 2min
Is There a Recession?
01:04:47 • 5min
Is There a Post Tech Bubble Playbook?
01:09:49 • 3min
What if Netflix Saved Up?
01:12:20 • 3min
Microsoft vs Google - Is There a Bear?
01:14:52 • 4min
Is That Eric Stoltz?
01:18:43 • 2min
You're Killing My Father. I'll Give Him a Toy
01:20:17 • 3min
Band of Brothers
01:23:36 • 5min