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This Week on The Compound
In Case You Missed It...
Nicole Samoroukova
November 10, 2023
Talk Your Book: Betting on Duration
Michael and Ben are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss: making bets on duration, risks on the short and long end of the treasury curve, finding asymmetries in the fixed income market, and much more!
Listen here:
The Credit Crunch Is Just Beginning | TCAF
On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much more!
Listen here:
Keep reading for next week’s TCAF Guest - DTJB
Animal Spirits 333: Finally, a Slowdown
On episode 333 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the cooling labor market, why the 60/40 portfolio looks more attractive now, why the Fed is in a tough spot, why everyone hates this economy, how to become a millionaire, realtor commissions, reclining your seat on a plane, and much more!
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Ask The Compound 99
On episode 99 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO Bill Sweet to discuss the taxation of bonds, treasury and municipal bonds, very-high-cost-of-living real estate, and more! Submit your Ask The Compound questions to [email protected]!
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The Recession We Deserve: TCAF 117
On episode 117 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox and Malcolm Ethridge to discuss: market sentiment, Robinhood earnings, Warren Buffett and his cash, interest rates, the yield curve, recession calls, weight loss drugs, and much more!
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NEXT WEEK’S TCAF GUEST IS…
Kevin Simpson, Founder and Chief Investment Officer at Capital Wealth Planning!
Stay tuned…