Today’s Compound and Friends is brought to you by Birddogs:
Go to birddogs.com/COMPOUND or enter code COMPOUND for a free dad hat.
On today’s show, we discuss:
- The start of Mark Fisher’s trading career
- Oil prices and energy stocks
- Commodities over the last year
- Ackmans big short, and treasury movements
- The US debt downgrade
- Trading vs investing
- the JOET ETF
- Investing and politics
- Hurricane season
Listen here:
Charts:
Tweets:
I have been surprised how low US long-term rates have remained in light of structural changes that are likely to lead to higher levels of long-term inflation including de-globalization, higher defense costs, the energy transition, growing entitlements, and the greater bargaining…
— Bill Ackman (@BillAckman) August 3, 2023
Mark Fisher:
Joe Terranova:
Contact us at askthecompoundshow@gmail.com with any feedback, recommendations, or questions.
Follow us on Instagram and YouTube.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
