- The Compound Insider
- Posts
- Fundamentally Broken Markets
Fundamentally Broken Markets
This Week on The Compound
This week on The Compound
INSIDE THE COMPOUND
This week, we dropped the debut episode of Great Quarter Guys! Josh and Michael were joined by prior TCAF guests Alex Kantrowitz and Dan Ives to discuss recent earnings results from Tesla, Apple, Alphabet, Microsoft, Meta, and Amazon. (Listen)
OUTSIDE THE COMPOUND
This week on Masters in Business, Barry Ritholtz spoke with legendary hedge fund manager David Einhorn of Greenlight Capital. In this episode, Einhorn talked about how the growth in indexing has affected value investors. Einhorn states: “I view the markets as fundamentally broken…Value is just not a consideration for most investment money out there.”
FRIENDS OF THE COMPOUND
Frequent TCAF guest Morgan Housel at the Collaborative Fund has a great post with a ‘few thoughts on spending money.’ You can also listen to Morgan narrate his post here.
There are two ways to use money. One is as a tool to live a better life. The other is as a yardstick of status to measure yourself against others. Many people aspire for the former but get caught up chasing the latter.
MERCH
Chart on!
IYKYK. A Chart On! t-shirt is a way to stand out from the crowd this spring. You can always check out all our merch at idontshop.com.
COMING SOON
Next week on TCAF, Josh and Michael will be joined by Richard Bernstein, CEO and CIO of Richard Bernstein Advisors.
FEEDBACK
Got something to say? Reach out to the shows at Animal Spirits, Ask the Compound, or Jill on Money.
Interested in sponsoring The Compound? Reach out to Graham for details.