The Game Has Changed | The Compound and Friends 72


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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