On today’s show, we discuss the trouble with nailing the bottom in a bear market, why money continues flowing into ARK, why the VIX isn’t higher, sticky inflation, why the bottom 50% has seen their net worth double since the start of the pandemic, Netflix with ads and much more.
Here’s what I chewed on last week
Bob Pisani and Kyla Scanlon on this week’s Compound and Friends!
On today’s show, we discuss a late-night trip to the ER for a broken leg, good news is bad news in the labor market, the last time the Fed sent us into a recession, earnings vs. stock market performance, the inflation burp, what happens to housing prices from here, and much more.
On today’s show, we speak with Michael Reisner, Co-CEO of CION Investments about investing in private credit in this environment, how CION can be publicly traded, how a recession may affect floating rate credit investments, and much more.
Here’s what I chewed on last week
Stocks and bonds are in their longest sustained decline ever
On this week’s show we discuss why we’re getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their money with higher yields, Credit Suisse vs. Lehman Brothers, how the Fed is breaking things across the globe, why the Bank of England stepped in to buy bonds and much more.
What happens when stocks stage big rallies in bear markets?
We’re talking with Zillow’s Chief Economist, Skylar Olsen
