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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 Warren Pies, co-founder and strategist at 3Fourteen Research. They discussed what earnings look like after stock market corrections, Trump's next trade war moves, money leaving the USA, and some recession indicators. (Listen)
CHART OF THE WEEK
What happens after the stock market declines 15% (or more)? As Ben Carlson writes, “The average returns were strong when you bought down 15% in the past.” There’s no guarantee, of course. Anything can happen in the short term. The key is to have a long-term time horizon.
HOW NOT TO INVEST
Barry has been out talking about his new book, How NOT to Invest. He spoke with Eric Markowitz at Big Think, Ben and Michael on Talk Your Book, Tobias Carlisle and Jake Taylor on Value: After Hours, and on his blog. In an excerpt at The Big Picture, Barry talks about the dangers of ‘reaching for yield.’
The key error was not understanding that risk and reward are two sides of the same coin. If you want more yield and you pursue riskier outcomes, you increase the chance that you not only won’t get the higher yield but may not get your principal back also.
MERCH
idontshop.com is back up! You can now order your favorite Compound merch like our The Compound & Friends t-shirt.
COMING SOON
This week on TCAF, Josh and Michael will be joined by Rebecca Patterson, CNBC contributor and macroeconomic researcher.
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