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This Week on The Compound
This Week on The Compound
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This week on TCAF, Josh and Michael were joined by returning guest Joe Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners. They discussed the market pullback, AI capital expenditures, historical trends in the stock market, and rules-based investing. (Listen)
Public and Private Opportunities in AI | Talk Your Book (Listen)
U.S. Stock Market Flashes Dreaded ‘Titanic’ Signal | What Are Your Thoughts? (Listen)
Is a 50-Year Mortgage a Good Idea? | Animal Spirits (Listen)
Should You Avoid Investing in Insurance Products? | Ask the Compound (Listen)
Quality in the Streets, Momentum in the Sheets | The Compound and Friends (Listen)
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CHART OF THE WEEK
Why are oil refining stocks going up? Josh Brown dives and explains why stocks often move before the reason is revealed.
The answer to “why are they going up” will only be obvious in hindsight. If you believe, as I do, that there is a wisdom in crowds, then this would already make sense. If you can be humble enough to accept that the crowd often knows things before you do, this approach is wholly in keeping with the Tao of Rational Investing. If, on the other hand, your default setting is “I know more than everyone,” this is not the right approach for you.
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MERCH
The Animal Spirits Fall Mug is here! Ben may not drink coffee, but you can with one of these new mugs. Remember, you can always check out all our cool merch at idontshop.com.
COMING SOON
This week on TCAF, Josh and Michael will be joined by returning guest Warren Pies, Co-Founder and Strategist at 3Fourteen Research.
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