Glad to have Jeff deGreaaf, such an influential macro-analyst, with a sophisticated discussion about the macroeconomic subjects on the program. Thank you for the team.
One of the best I have seen, will probably revisit again this weekend, to focus more on the charts. Fantastic insight. I'm with JC on this one, great guest....bring him back.
Totally; at 10'09", an idea was about to emerge from de Graaf, but then got totally wiped out of existence.. moments like that are just obnoxious, ruining the purpose of the show... that and MB interjecting multiples times per show to say hosts should accelerate/wrap up soon, or switch topics.. I'm not listening to a show to hear people say it should end soon, quite the contrary; interjections like that are absurd and obnoxious
Agree agree agree I have been noticing this issue with Michael and Josh in TCAF. There’s been numerous of times I had wish they had the guest finish there thoughts. Michael is the biggest culprit.
Amazing guest👍 and another fantastic podcast. Edit: as mostly a fundamental long term hold investor(do my valuations, create price targets) and not a trader, I always enjoy when the fundamentals are mixed-in w/ technicals. Since I’ve started listening to this podcast I’ve started incorporating trends into my buys and sells for my occasional momentum/swing trades and it’s been extremely useful this year.
Agree. The only reason, we keep coming back, is about Josh and some very interesting perspectives by some very smart-sharp guests! The only solution/hope of the situation (I think), by the feedbacks over and over again, at this stage is that either Josh adopts the skills of "fastlip", or the audiences adapt the "faslip" situation by exercising ears 😅 since the brand position of the show is a true "host-oriented" now, especially after reaching a level of audience numbers. 😀
Didn't know Jeff before this but major follower now! great guest and tons of value this week. As always favorite part of the week when I watch this show! thanks
Awww shiii! Love the intro beat, TCAF baby in full effect! $10k bottle service banked and instead I get to fuel up with Josh ‘Daz Dillinger Brown and Michael ‘Big Pun Batnick! Lesssss go!!!
I bomb atomically, Socrates' philosophies and hypotheses Can't define how I be droppin' these mockeries Lyrically perform armed robbery Flee with the lottery, possibly they spotted me Battle-scarred Shogun, explosion when my pen hits tremendous Ultra-violet shine blind forensics !!!! 😂😂😂 my guy, Josh Brown!!!
You gotta stop interrupting guests! Especially awesome ppl like this! Come on , he is really knowledgeable, you guys are great but Fridays are for guests!
Batnick is like the person that talks throughout the whole movie. Causing you to miss the most important parts. 😂😂😂😂 Man. I’m so sorry for these comments. HA HA!!!! Can we petition for a new co-host!? Maybe Ben would be better! Thank God For Josh! Batnick be like: HANNNNGGGONNN HANNNGOOONN HAAANNNON. 😩😩😩😩😩
Mike has to calm down and listen to his guests. Interruptions are distracting. Most viewers would agree. Ben is in Michigan but the compound show is in NYC so Mike will be co anchor for some time.
@@davidng2699 I always forget that Ben is not in the same location. But yeah man, it drives me nuts. He’s speeds through everything without fully digesting what guests are contributing to the conversation. Especially since this guest has some really great insights, but it got lost in translation. From time to time you’ll notice he causes guests to lose their train of thought too. But he’d never take a backseat based on constructive criticism of his mannerisms. He’s like a kid in the backseat. 😭😭😭
so I wonder what the guest wanted to say about housing activity after rates drop~ but he got interrupted. I don't need to know how bad the market is but I do want to hear the guest opinion about their outlook once the rates drop.
As much as we love the program, they have to have a capacity to listen the sincere feedbacks, either from loyal audiences or new comers, to be successful in a long run. Not spam the comments/suggestions, especially all the feedbacks here have been with a good intention to be best to the show, as I have observed from the beginning!
There is noway I’m paying for a subscription for a service in a car, that’s blasphemous! Heard a little while ago another car company was going to charge a monthly fee for heated seats.😮 Not going to have it. Subscription as add-ons on a car is criminal. I hop it flops like XM and Sirius radio. And no I’ve never paid for Pandor or Spotify and never would.
I wonder what his take is on S&P500 collective earning estimates for 2023 which are basically -5%. Based on this, there is virtually no upside for the next year. How do we hedge against this?
Hating Rings of Power, liking House of the Dragon? Didn’t one of you also recommend White Lotus? Yeah, I’m not taking my cue from you guys on entertainment, lol. Great show as usual.
Charts work if you eliminate the news. 100 days, 200 days all of that has no value when is the news and real world problems that dictate where the stock market goes.
Batnik is making large portions of this unlistenable. You know that he won't let anyone finish what they're saying before he opens his mouth. Please learn to listen more
Strange comments about Michael. I enjoy Michael's style. Maybe all this sudden anti-Michael commentary is from the same poster using various fake accounts. Ignore these childish hater comments Michael.
I really enjoy the show for its energy and raw authenticity. But FWIW when you bleep out the f-bombs, it makes it seem like you're trying to be commercial. Who are you worried about offending? People like the show bc it's uncut! Censoring takes away from the appeal and makes it corporate. Keep it real✌🏼
Today's podcast is sponsored by Composer. Visit www.composer.trade/opus to learn more, and see important disclosures at www.composer.trade/brochure
One of the best episodes to date. Great guest, and I learnt a lot.
Glad to have Jeff deGreaaf, such an influential macro-analyst, with a sophisticated discussion about the macroeconomic subjects on the program. Thank you for the team.
Can't believe I miss the best Compound podcast so far! Incredibly valuable! Thanks!
Great guest. This one really stretched me. Kind of like a great movie you need to rewatch to get all the gems.
One of the best I have seen, will probably revisit again this weekend, to focus more on the charts. Fantastic insight. I'm with JC on this one, great guest....bring him back.
It would be nice to hear what the guest was about say before Michael interrupts. Great guest.
Totally; at 10'09", an idea was about to emerge from de Graaf, but then got totally wiped out of existence.. moments like that are just obnoxious, ruining the purpose of the show... that and MB interjecting multiples times per show to say hosts should accelerate/wrap up soon, or switch topics.. I'm not listening to a show to hear people say it should end soon, quite the contrary; interjections like that are absurd and obnoxious
Every time
Sounds like Rogan after 2 hours of smoking
Yeah, I agree. Josh, just stop him.
Agree agree agree I have been noticing this issue with Michael and Josh in TCAF. There’s been numerous of times I had wish they had the guest finish there thoughts.
Michael is the biggest culprit.
Amazing guest👍 and another fantastic podcast.
Edit: as mostly a fundamental long term hold investor(do my valuations, create price targets) and not a trader, I always enjoy when the fundamentals are mixed-in w/ technicals. Since I’ve started listening to this podcast I’ve started incorporating trends into my buys and sells for my occasional momentum/swing trades and it’s been extremely useful this year.
Great episode. Jeff's rationale to buy 10yr bonds vs 2 yr was really helpful.
Michael "Fastlip" at it again! Love the episode and guest! Josh is why I keep coming back! Funny as hell 🤣
Agree. The only reason, we keep coming back, is about Josh and some very interesting perspectives by some very smart-sharp guests! The only solution/hope of the situation (I think), by the feedbacks over and over again, at this stage is that either Josh adopts the skills of "fastlip", or the audiences adapt the "faslip" situation by exercising ears 😅 since the brand position of the show is a true "host-oriented" now, especially after reaching a level of audience numbers. 😀
I'm Batnick crazy! 😝
Fantastic guest! Loved the episode.
Great guest, this was a very interesting show. Thank you guys for the awesome content.
Brilliant episode tonight. Thank you for the content.
Great episode, thanks compound keep up the good work nose to the grindstone!
Stunned by Jeffs knowledge love his work so much!!!
The guest was awesome !! great show
Josh with the Wu-tang reference - GOAT
Great guest great insights. Listened on Spotify had to come here and listen again with the charts.
Can't wait for the OTT joint venture! I watch/listen religiously to both and I'm sure that show is going to be amazing. Thanks for all your hard work!
Batnick gets a little snippy. Josh needs to slap the shit out of him and remind him who's on CNBC 😂
I'm Batnick!
Great show this week!
Didn't know Jeff before this but major follower now! great guest and tons of value this week. As always favorite part of the week when I watch this show! thanks
Lol “Altoids before the show”, great vid. Thanks!
Great episode! That 401K chart Michael shared is interesting, Gained a lot of great info from this pod.
Awww shiii! Love the intro beat, TCAF baby in full effect! $10k bottle service banked and instead I get to fuel up with Josh ‘Daz Dillinger Brown and Michael ‘Big Pun Batnick! Lesssss go!!!
U mean Josh 'Inspectah Deck' Brown lol.
Loved this interview, bring him back
Thanks all.
Great show guys 👍
Interesting and different insights. Loved the guest.
Appreciate it!
awesome guest
Ahh good ol Batnick's ADD kicking in full gear, wouldn't be a C&Fs without it
I'm Batnick crazy! Course Kmart sucks!
Great episode loved the Wu tang reference…Wu Tang 4 ever. Don’t forget to diversify yo bonds!
I bomb atomically, Socrates' philosophies and hypotheses
Can't define how I be droppin' these mockeries
Lyrically perform armed robbery
Flee with the lottery, possibly they spotted me
Battle-scarred Shogun, explosion when my pen hits tremendous
Ultra-violet shine blind forensics
!!!! 😂😂😂 my guy, Josh Brown!!!
Josh spitting bars from Triumph by Wu Tang 😂 “I bomb atomically” 😂 Best hip hop track ever in my opinion.
I love this show, but Batnick gives me a headache 😩😩😩🤣🤣🤣😂😂😂😂😂😂
He's Batnick crazy!
Go listen to a different show. We love Batnick.
@@nicopono1 He’s just annoying sometimes. HA HA!
@@creeyahteen1800 HA HA!
You gotta stop interrupting guests! Especially awesome ppl like this! Come on , he is really knowledgeable, you guys are great but Fridays are for guests!
Do you all just pretend the feedback about Batnick doesn't exist?
Lmao Josh was about to say " were not going to talk about Hitler" , when the guy asked if this was on cable
I could see it on his face
Great guest, up there with Colas.
Batnick is like the person that talks throughout the whole movie. Causing you to miss the most important parts. 😂😂😂😂 Man. I’m so sorry for these comments. HA HA!!!! Can we petition for a new co-host!? Maybe Ben would be better! Thank God For Josh! Batnick be like: HANNNNGGGONNN HANNNGOOONN HAAANNNON. 😩😩😩😩😩
Mike has to calm down and listen to his guests. Interruptions are distracting. Most viewers would agree. Ben is in Michigan but the compound show is in NYC so Mike will be co anchor for some time.
@@davidng2699 I always forget that Ben is not in the same location. But yeah man, it drives me nuts. He’s speeds through everything without fully digesting what guests are contributing to the conversation. Especially since this guest has some really great insights, but it got lost in translation. From time to time you’ll notice he causes guests to lose their train of thought too. But he’d never take a backseat based on constructive criticism of his mannerisms. He’s like a kid in the backseat. 😭😭😭
Was thinking why Ben was not hosting together with their leading program. Didn't know Ben is not in NYC. Thank you for the info.
31:00 Discussion of bond vs. stock relative valuations is super interesting and timely.
What is more important: position size or thrust?
I'm listening to this one at 1.5x speed
Brilliant
Smart guest
Micheal starts talking about Cat just as I'm admiring the haul truck you guys have on the table 🤣
Great episode. Is it me or does Jeff Degraaf sound like Jon Hamm.
I hear it every ten words or so
Josh and his yea yea lol. Love it
so I wonder what the guest wanted to say about housing activity after rates drop~ but he got interrupted. I don't need to know how bad the market is but I do want to hear the guest opinion about their outlook once the rates drop.
Zzzz all the haters/critics (do you see them doing it?). Keep being you Michael, its YOUR guys show. The compound, and animal spirits are rocketing.
First pounder!
als o luv u your all staff u have a great show the peeps u bring on are great quality thank you Stay Strong Life s ABout Better Behavioral Habits
Yes!!
HELOCs are out of this world. Applied
in June at BoA, just closed 2 weeks ago.
Michael please stop interrupting !
As much as we love the program, they have to have a capacity to listen the sincere feedbacks, either from loyal audiences or new comers, to be successful in a long run. Not spam the comments/suggestions, especially all the feedbacks here have been with a good intention to be best to the show, as I have observed from the beginning!
Take a chill pill Batnick
The game has changed, but the players are the same.
Good job mike for being on good behavior +1 for u
This guys looks like a cross between Josh and Michael
What was the conclusion on oil stocks? Are they still heading up or not? I got too jargony for me to follow.
Actually he was bullish and said they are a good value at about 1:04
3rd time watching this
There is noway I’m paying for a subscription for a service in a car, that’s blasphemous! Heard a little while ago another car company was going to charge a monthly fee for heated seats.😮 Not going to have it. Subscription as add-ons on a car is criminal. I hop it flops like XM and Sirius radio. And no I’ve never paid for Pandor or Spotify and never would.
I wonder what his take is on S&P500 collective earning estimates for 2023 which are basically -5%. Based on this, there is virtually no upside for the next year. How do we hedge against this?
Hating Rings of Power, liking House of the Dragon? Didn’t one of you also recommend White Lotus? Yeah, I’m not taking my cue from you guys on entertainment, lol. Great show as usual.
Yield curve has no impact!
Ridiculous statement!
Vacuum logic!!!
First
Suggestion: A PDF of charts used should be made available for download. Other podcasts do this.
Second good interview with adult profi
It’s the price of energy products that lags the cost of oil
Charts work if you eliminate the news. 100 days, 200 days all of that has no value when is the news and real world problems that dictate where the stock market goes.
I've never met anyone pounding Altoids who didn't have horrendously bad breath.
All this short term bs is so irrelevant.
Batnik is making large portions of this unlistenable. You know that he won't let anyone finish what they're saying before he opens his mouth.
Please learn to listen more
NTA Josh, but he prob didn't wanna go on stage with you bc you missed the meeting and didn't think you could keep up since you missed it ykwim
First :]
iDEA FOR A GUEST SPEAKER: THE SILVERGATE CEO
what aahahhh the goes down when the market goes up and vs vsresa
Unless you’re talking to boomers - no one thinks of the market as the Dow.
This show would be better without Michael.
Strange comments about Michael. I enjoy Michael's style. Maybe all this sudden anti-Michael commentary is from the same poster using various fake accounts. Ignore these childish hater comments Michael.
@@Xmaslightsallyear fake , are you an idiot ? Just because someone does not care for a certain style . Just do this chat a favor and go away
Start a new show then?
@@Xmaslightsallyear No, Michael has been off for the last weeks. HE is acting oddly also on the episodres with Ben.
I rock with Michael he adds value to the show.
I really enjoy the show for its energy and raw authenticity. But FWIW when you bleep out the f-bombs, it makes it seem like you're trying to be commercial. Who are you worried about offending? People like the show bc it's uncut! Censoring takes away from the appeal and makes it corporate. Keep it real✌🏼
We've had countless requests from people who like to listen with their kids in earshot, so we've done it at their request to keep things more PG-13.
Clear up due to traders and followed by investors and day traders
If Mike didn't say a word the whole show, I would be totally ok with that. Just saying.
Technology is deflationary, we re definitely going back to low interest rates again..
Sponsored by Altoids
Don't be picking on the Lord of the Rings, at least they aren't birthing a child every third episode.🤣
ditch the music
You are in the wrong! Who would want to go on the stage with you when you didn’t want to take a preparation call
41:30 “what are we looking at?!”
I feel you, brother 🤣
I cannot stand the way that the guest speaks. One second his voice is talking normal the next it sounds like he’s whispering it’s very up and down
Oh, you guys are doing this for the money?
Mike forgot his xan again