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• This week we sat down with Meb Faber to debate a brand new $12 trillion alternative for monetary advisors

The Compound Podcasts:

On at present’s present, we focus on:

• Will Trump's Win (Finally) Result in Decrease Lengthy-Time period Curiosity Charges?

• "Kamilton": the 2024 election and who tells your story

• 1000’s of election gamblers anticipate betting jackpot after Trump win

• Would You Purchase Inventory in a Agency with a P/E Ratio of fifty?

• Credit score market outlook after the election

• Markets Turning into Extra Environment friendly: The Disappearing Index Impact

• Trump Inherits an Financial system at a Tough Time

• Cliffwater Direct Lending Index

Charts:

Tweets:

We’re going to listen to numerous tales about which individuals, insurance policies and rhetoric are guilty for the Democrats’ defeat.

A few of these tales could even be true!

However an underrated issue is that 2024 was a fully horrendous yr for incumbents around the globe 👇

— John Burn-Murdoch (@jburnmurdoch)
11:27 AM • Nov 7, 2024

— Matt Darling 🌐🏗️ (@besttrousers)
2:20 AM • Nov 9, 2024

IMO some economists are reaching the improper conclusion from the election.

Folks felt just like the financial narrative was disingenuous.

They have been advised inflation was “transitory”.

They have been advised govt spending didn’t trigger inflation.

They have been advised inflation wasn’t dangerous as a result of… x.com/i/internet/standing/1…

— Cullen Roche (@cullenroche)
3:48 PM • Nov 9, 2024

Roughly *67%* of voters rated the financial system as “not so good/poor,” per Washington Put up exit polls

An incredibly poor quantity amid a sizzling labor market, booming shares, a lot decrease inflation, rising GDP

However widespread voter dissatisfaction w/ the financial system been clear for years

— Jeff Stein (@JStein_WaPo)
5:01 AM • Nov 6, 2024

“When progress is plentiful, traders search for shares which are low cost. In these situations, it’s worth that’s in brief provide, not progress.”

@johnauthers

— Day by day Chartbook (@dailychartbook)
11:46 AM • Nov 8, 2024

As Donald Trump readies to return to the Oval Workplace, U.S. retailers that rely upon international suppliers are ready to move alongside the price of his proposed import tariffs to customers, probably resulting in greater costs for a spread of merchandise.

— CBS Information (@CBSNews)
8:31 PM • Nov 6, 2024

iShares Bitcoin ETF (IBIT) has now surpassed iShares Gold ETF (IAU) in property…

Did this in 10mos.

IAU launched in January 2005.

Completely wild.

— Nate Geraci (@NateGeraci)
1:42 PM • Nov 8, 2024

It is a prime promoting Lennar house neighborhood north of Houston. The home is at present listed on the market at $163k

2 bed room, 2.5 tub, 1013 ESF

Regardless of folks hating on these smaller properties, they’re promoting

Not everybody desires an enormous home

Some folks need affordability

That is… x.com/i/internet/standing/1…

— Julie Chang (@JulieChangRE)
10:12 PM • Nov 8, 2024

Suggestions:

• My Previous Ass 

• Mighty Geese

• The Penguin

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