The Game Has Changed | The Compound and Friends 72

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On episode 72 of The Compound and Friends, Jeff deGraaf joins Michael Batnick and Downtown Josh Brown to discuss trend following, valuation techniques, the dollar’s impact on the S&P, the cooling housing market, stocks vs bonds, the yield curve, and much more!

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00:00 – Intro
03:41 – Trend Following
14:43 – The People’s Index
19:45 – The US Dollar
26:21 – Credit
30:22 – Fixed Income vs Stocks
48:24 – Yield Curve
55:21 – Buybacks
58:12 – Oil
01:07:33 – Favorites

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