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The Most Requested Guest in TCAF History
This Week on The Compound
You asked for it, you got it. Ryan Detrick, Chief Market Strategist at the Carson Group, joined Josh and Michael this week on TCAF. They discussed bullish market signals, what’s going on with small caps, election year data and much more. (Listen)
OUTSIDE THE COMPOUND
The world of financial commentary is changing before our very eyes, and Josh should know. In this post, Josh Brown talks about how humility and authenticity matter now more than ever and what you, as a consumer of financial commentary, should look for.
That’s why when you come across people who are genuine in their own uncertainty, despite their obvious expertise, it makes a real impression. These are the people who stand out. I try to surround myself with people like this. I populate my shows with them. I keep them in my orbit and do my best to make sure they get the attention they deserve.
FRIENDS OF THE COMPOUND
Prior TCAF guest Ted Seides was joined on the Capital Allocators podcast by Michael Mauboussin to talk about when pattern recognition works (and doesn’t) and the changing nature of public markets.
MERCH
They didn’t plan it, but Josh and Michael were both sporting a Chart On! t-shirt this week on WAYT? You can find this t-shirt and all our merch at idontshop.com.
COMING SOON
The 2023 Berkshire Hathaway Annual Report and shareholder letter dropped this weekend. Next week on TCAF, Josh and Michael will be joined by Buffett expert Lawrence Cunningham, co-author of The Essays of Warren Buffett: Lessons for Corporate America.
FEEDBACK
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