Aggressively Neutral | TCAF 147

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Decades ago, I used to watch Wall Street Week with Louis Rukeyser. In my late 20s, I knew nothing about markets and investing. Today, I'm a bit more experienced and know something of value when I see it. The Compound And Friends is an excellent value to me and is my go-to Friday night financial show. Bravo, Josh and Michael. I feel more informed and mildly entertained every episode. Keep making me money! ,

Excellent episode as usual. Lori was great. For some reason I’m always surprised at how smart and interesting the guests are on the Compound. It just opens up a whole new world of people to listen to and follow. The breadth of people, topics, etc. is pretty amazing. I mentioned a couple of names last comment regarding truth tellers and quality people. Too many to name all but Ives, Belski and Dutta are way up there. Great entertainment value as well!

This was fire. I always pay attention when Lori is on CNBC, but wow this longer format provided her room to breathe and expand on her analysis. Definitely have her back, would love to hear her mid- and new year thoughts.

TCAF Fri yay! Always love hearing from people in the trenches.

Man compared to this crew I’m riding a tricycle with streamers. They’re running the goddamned Tour de France.

Another great episode. I am based in Europe. Having a career here and now a happy pensioner, I was not at all interested in the stock markets. My father passed late 2018, leaving 3 stock portfolios. The estate took time to divide up. I ended up with my share March 2020. So, as you have pointed out, Covid time made the stock market a major pass time. You and your Compound team have turned me into a somewhat savvy investor. (One of the first things I did was sell Cisco as soon as I was using Zoom like everyone else...) As my husband is very numerate, he has caught the bug also and has used his relatively small SS for options trading which is has done very well with. While I combined 2 accounts into one at MS to keep for my son and follow mainly their advice. Meanwhile I keep the Vanguard for myself and self manage. I has been great and I owe a lot to you all and always give you a thumbs up.

Thank you Josh for these great videos and interviews. Can you invite Dan Nathan from Risk Reversal and hold him accountable to his 10 year bearish views 😂

Fabulous conversation so much to think about here

god damn lori is the single best analyst on the street, maybe the only

Anyone who has the iPhone 13 mini is holding on for dear life

Lori was fantastic. I know there are extremely smart and passionate and talented people across the many investment firms but it’s still slightly surprising to me how many there are and how you all get them on the show to do what they do best - shine with their knowledge. Loved this episode. Keep more like it coming.

FanTASTIC detailed conversation!!! Awesome! Much Thanks, all.

I totally agree about using trailing PE. Forecast earnings are incredibly inaccurate and trailing shows what they’ve actually done, which is more aligned with what they will do—*especially* for higher quality companies with a track record for success.

She’s like a songwriter who became an artist. Top of class!!

Instead of getting a new iPhone just replaced the battery. $80 vs $1200.

Amazing episode, must listen/watch twice.

The younger woman on Hacks is Hanna Einbinder and she also has a standup special on HBO/MAX "Everything must go!"

Thank you for these look under the hood of the real market drive …i mean again level up the bar…RBC strategist….now Josh listen….fucking good stuff…best show ever …THE COMPOuND unmatch quality content ! Thank you for your work

Great episode.