Jeff deGraaf, Market Cycle Clock expert from RenMac, joins The Compound and Friends to discuss technical analysis, momentum factor, Apple outlook, Market Cycle Clock, the Fed, Starbucks earnings, and more. The podcast covers market trends, stock declines, market dynamics, consumer spending shifts, momentum analysis, potential 5% 10-year yield, and a fun comparison of John Wick and Ripley movies.

Jeff deGraaf, the founder and head of technical research at Renaissance Macro Research, shares his expertise as a top technical analyst in Wall Street's Analyst Hall of Fame. He discusses the contrast between technical and fundamental analysis, emphasizing the significance of market psychology in decision-making. Jeff highlights the importance of adapting investment strategies in dynamic markets and navigating price signals over narratives. He also explores the impact of inflation on market dynamics and the nuances of investment errors.

Stacy Rasgon, Stephanie Link, and Josh Brown, all financial experts, dive into Nvidia's crucial earnings report. They discuss the major stakes involved and explore revenue projections and market reactions. Dan Ives highlights this report as the year's most significant, while technician Jeff deGraaf raises concerns about potential market headwinds. The conversation shifts to Nvidia's competitive edge in AI and broader implications for tech investments. Insights into market trends and shifts towards defensive sectors wrap up this riveting analysis.