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Cutting Your Losses
This Week on The Compound
This Week on The Compound
This week on TCAF, Josh and Michael were joined by Nick Colas, co-founder of DataTrek Research. They discussed the market's reaction to the latest Fed cut, whether international stocks are worth the risk, the outlook for 2025, the latest for Tesla, and the wisdom of Steve Cohen. (Listen)
The Biggest Investing Lessons of 2024 | Live From the Compound (Listen)
Is Nvidia Under Seige in 2025? | What Are Your Thoughts? (Listen)
How Do You Compound Your Money for 50 Years? | Ask the Compound (Listen)
Cut Your Losses, Size Up Your Winners | The Compound and Friends (Listen)
Why Won’t Mortgage Rates Come Down? | Jill on Money (Listen)
INSIDE THE COMPOUND
The stock market did something this week it hasn’t done in a while - it went down. Signs of investor complacency have been piling up. You can see from the spike in the VIX this week that it got people’s attention. Michael Batnick at The Irrelevant Investor writes:
It’s been an incredible year for the stock market. Two years, really. Nothing goes up forever. And nothing is better for a bull market than the re-emergence of a wall of worry. We need bad days to have good days. It really is that simple.
MERCH
What better way to warm the heart of your favorite finance nerd than one of these Hawaiian shirts? They are a collaboration between The Compound and Tropical Bros. The best part is that 10% of all sales will be donated to No Kid Hungry.
COMING SOON
Josh and Michael will be joined next week by a very special guest Harvey Schwartz, CEO of The Carlyle Group. It’s hard to believe, but this is the last TCAF episode for 2024!
FEEDBACK
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