Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Josh Brown

πŸ‘€ Speaker
5157 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
What You Need to Survive a Bull Market

Right.

The Compound and Friends
What You Need to Survive a Bull Market

So Matt, I'm going to punt on that just in the interest of time.

The Compound and Friends
What You Need to Survive a Bull Market

What's this next thing that you put in here?

The Compound and Friends
What You Need to Survive a Bull Market

I got excited.

The Compound and Friends
What You Need to Survive a Bull Market

That sort of stuff is a little bit lost on me because, yeah, the machines aren't perfect and sort of whatever.

The Compound and Friends
What You Need to Survive a Bull Market

It's getting exponentially better and we feel it.

The Compound and Friends
What You Need to Survive a Bull Market

I know you're using it every day and you feel it getting better.

The Compound and Friends
What You Need to Survive a Bull Market

It's not perfect, obviously, but sort of so what?

The Compound and Friends
What You Need to Survive a Bull Market

All right, go to this chart because this is incredible.

The Compound and Friends
What You Need to Survive a Bull Market

What about 913?

The Compound and Friends
What You Need to Survive a Bull Market

No, that's wild.

The Compound and Friends
What You Need to Survive a Bull Market

It's unbelievable.

The Compound and Friends
What You Need to Survive a Bull Market

Unbelievable.

The Compound and Friends
What You Need to Survive a Bull Market

All right, so Kai Wu, who was on TCAF a couple of weeks ago, Kai, I think, is the only person, him and Sembliss are the only two people right now that when they publish something, I just Insta stop what I'm doing, if I can, and read it.

The Compound and Friends
What You Need to Survive a Bull Market

So he was writing about the disruption in software and AI

The Compound and Friends
What You Need to Survive a Bull Market

and how to think about the range of probabilities and outcomes.

The Compound and Friends
What You Need to Survive a Bull Market

So I want to take a few of his charts.

The Compound and Friends
What You Need to Survive a Bull Market

Let's go to exhibit three.

The Compound and Friends
What You Need to Survive a Bull Market

So he is showing the forward price to earnings ratio for various companies, as well as their max drawdown.

The Compound and Friends
What You Need to Survive a Bull Market

And you know the names, like we all understand very well what's going on here.