The Compound and Friends

The Day Inflation Broke

10 snips
Nov 11, 2022
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1
Introduction
00:00 • 3min
2
How Rare Are 4% Updates?
02:48 • 2min
3
The Compound Podcast - What's Arc Doing?
04:45 • 2min
4
The Biggest Investing Podcast in the World - Josh Brown
06:17 • 2min
5
How Did You Get Started at the Bottom?
08:35 • 3min
6
What I've Learned From 314 Research
11:55 • 2min
7
Ned Davis - What's the Difference?
14:15 • 3min
8
Is There a Visual Effect That Comes Along With the Data?
17:33 • 3min
9
CPI, Lower Than Expected, Is Going to Continue Higher
20:56 • 4min
10
The Goldman Sachs Most Shorter Index Is Up 9.3%
25:21 • 5min
11
The S&P 500 and the Trailing 12-Month Earnings Draw Downs
30:46 • 4min
12
The Evolution of S&P 500 Estimates
34:42 • 3min
13
What if Power's the Goat Pulls Off the Soft Landing?
37:21 • 2min
14
Are Analysts Following Earnings?
38:55 • 2min
15
What's the Real Cost of Housing?
40:40 • 3min
16
Why Are Multiples So High?
43:21 • 2min
17
How Does Apple's Margin Collapse?
45:48 • 2min
18
What's the Transition Going to Look Like?
48:04 • 5min
19
Is the Economic Picture Difficult?
53:04 • 2min
20
S&P 500 Drawdowns Versus Earnings Per Share Drawdown?
54:53 • 3min
21
Is There a Flashing Red Light for Consumer Sector Earnings?
57:29 • 2min
22
Is It a Daylight Today Counter Product?
59:49 • 2min
23
Can You Undo a 10% Rally in the Stock Market?
01:01:57 • 2min
24
The Probability of a Soft Landing
01:04:02 • 3min
25
All Star Charts - The Best Day Since 1950
01:06:41 • 2min
26
Is There a One-Year Negative Return After Midterm Elections?
01:08:20 • 3min
27
Is There a Seasonal Rally in the Market?
01:10:59 • 3min
28
Could Work From Home Be Inflating the Data?
01:14:16 • 5min
29
What's Your Favorite Thing This Week?
01:19:46 • 3min