[embedded content] via The Compound on YouTube
Base Effects
The Wall Street Journal explains why investors and economy watchers need to familiarize themselves with the idea of “base effects” right now if they want to keep any perspective about what’s going on… The problem is when something screwy happens a year earlier. The base from which a year-over-year comparison is calculated becomes distorted. If […]
Miss me with that Metaverse s***
[embedded content] Our new podcast, The Compound and Friends, hits every Friday. Get it here or wherever you listen to your favorite pods.
Pilot
The first episode of our new podcast, The Compound & Friends, is now live on all apps and platforms. We’ve been developing this idea and building a studio in our headquarters all spring and summer to bring this new show to you. I can’t wait for you to check it out… Welcome to the first […]
Talking AMC with Stephanie Ruhle on MSNBC
Here’s the link to watch! You can listen to Stephanie’s podcast “Modern Ruhles” here.
What I learned from ten years of cold calling
This week the big news in the brokerage industry was that, finally, the end of cold calling financial advisors is officially here… I don’t really understand the thing with the binoculars, but whatever. I wrote a whole book about my experiences as a cold-calling stockbroker, including all of the scripts we were taught to use […]
This is why
My friend the homebuilder has been waiting for a hinge for the last three weeks. A hinge. Can’t get it. Still on order. In America. You can’t buy a home now and seriously expect to be doing any kind of remodeling work with a straight face. The cost for everything is up 100% plus. Everything. […]
Only Halfway Through the Bull Market
[embedded content] 5:30pm ET LIVE premiere today – Subscribe for the alert! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►What if 2020 was 1987? – The events of 2020 did not […]
“Be a great client”
John Authers wrote about the legacy of the recently departed David Swensen of Yale Endowment fame, synthesizing some stuff from Charley Ellis, who’d watched him work for decades. It turns out that Swensen wasn’t just early to the use of alternative investments like hedge funds, he was also a good customer… The key to hiring […]
The Frankenstein Economy
[embedded content] New Mike and Ben! Subscribe to the podcast here and the video channel here. Have a great weekend!