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This Week on The Compound
In Case You Missed It...
Nicole Samoroukova
December 08, 2023
The Compound and Friends 121
On episode 121 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss: the golden age of stockpicking, what happens if there's no rate cut in 2024, what the bears are missing, the outlook for financials, and much more!
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Ask The Compound 102
On episode 102 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax extraordinaire Bill Sweet to discuss the relationship between rates and bonds, if the market is pricing in rate cuts for 2024, dealing with single stock concentration, how direct indexing works, and much more! Submit your Ask The Compound questions to [email protected]!
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Keep Reading for This Week’s TCAF Guest - DTJB
Animal Spirits 337
On episode 336 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why people keep spending so much money, long droughts between new highs in the stock market, the best upside AI hedge, intelligence vs. pessimism, denominator blindness with inflation, most Americans are better off, why people are unhappy at work, when it will be a good time to buy a house again, and much more!
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Bitcoin Is Back! Now What? | WAYT?
On this week's episode, Josh and Michael discussed the biggest topics in investing and finance, including: the first ever Spot Bitcoin ETF in the US, Spotify layoffs, mystery charts, and more!
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Talk Your Book: High Prices Cure High Prices
Ben Carlson and Michael Batnick are joined again by Sal Gilbertie, CEO of Teucrium to discuss the golden grain cycle, the cost of production and expected long term returns for commodities, how everyone got the oil market wrong, how the US dollar affects the commodity market, and much more!
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NEXT WEEK’S TCAF GUEST IS…
