The Game has Changed | The Compound and Friends 72

[@TheCompoundNews]

Today's podcast is sponsored by Composer. Visit www.composer.trade/opus to learn more, and see important disclosures at www.composer.trade/brochure

[@calmeyer9662]

It would be nice to hear what the guest was about say before Michael interrupts. Great guest.

[@gtrieste2]

Totally; at 10'09", an idea was about to emerge from de Graaf, but then got totally wiped out of existence.. moments like that are just obnoxious, ruining the purpose of the show... that and MB interjecting multiples times per show to say hosts should accelerate/wrap up soon, or switch topics.. I'm not listening to a show to hear people say it should end soon, quite the contrary; interjections like that are absurd and obnoxious

[@taylorgilmore9427]

Every time

[@FVPS904]

Sounds like Rogan after 2 hours of smoking

[@fishfanman4556]

Yeah, I agree. Josh, just stop him.

[@dom5166]

Agree agree agree I have been noticing this issue with Michael and Josh in TCAF. There’s been numerous of times I had wish they had the guest finish there thoughts. Michael is the biggest culprit.

[@etiennehui2426]

Can't believe I miss the best Compound podcast so far! Incredibly valuable! Thanks!

[@paulawang7387]

Glad to have Jeff deGreaaf, such an influential macro-analyst, with a sophisticated discussion about the macroeconomic subjects on the program. Thank you for the team.

[@mp13r17]

One of the best episodes to date. Great guest, and I learnt a lot.

[@joshjosh2126]

Fantastic guest! Loved the episode.

[@wbryanm]

One of the best I have seen, will probably revisit again this weekend, to focus more on the charts. Fantastic insight. I'm with JC on this one, great guest....bring him back.

[@dustanflanagan]

Great guest. This one really stretched me. Kind of like a great movie you need to rewatch to get all the gems.

[@bonfire1484]

Great episode. Jeff's rationale to buy 10yr bonds vs 2 yr was really helpful.

[@Drotopia]

Amazing guest👍 and another fantastic podcast. Edit: as mostly a fundamental long term hold investor(do my valuations, create price targets) and not a trader, I always enjoy when the fundamentals are mixed-in w/ technicals. Since I’ve started listening to this podcast I’ve started incorporating trends into my buys and sells for my occasional momentum/swing trades and it’s been extremely useful this year.

[@LeonGenesis]

Batnick is like the person that talks throughout the whole movie. Causing you to miss the most important parts. 😂😂😂😂 Man. I’m so sorry for these comments. HA HA!!!! Can we petition for a new co-host!? Maybe Ben would be better! Thank God For Josh! Batnick be like: HANNNNGGGONNN HANNNGOOONN HAAANNNON. 😩😩😩😩😩

[@davidng2699]

Mike has to calm down and listen to his guests. Interruptions are distracting. Most viewers would agree. Ben is in Michigan but the compound show is in NYC so Mike will be co anchor for some time.

[@LeonGenesis]

@@davidng2699 I always forget that Ben is not in the same location. But yeah man, it drives me nuts. He’s speeds through everything without fully digesting what guests are contributing to the conversation. Especially since this guest has some really great insights, but it got lost in translation. From time to time you’ll notice he causes guests to lose their train of thought too. But he’d never take a backseat based on constructive criticism of his mannerisms. He’s like a kid in the backseat. 😭😭😭

[@paulawang7387]

Was thinking why Ben was not hosting together with their leading program. Didn't know Ben is not in NYC. Thank you for the info.

[@AnthonyDepasquale88]

Michael "Fastlip" at it again! Love the episode and guest! Josh is why I keep coming back! Funny as hell 🤣

[@paulawang7387]

Agree. The only reason, we keep coming back, is about Josh and some very interesting perspectives by some very smart-sharp guests! The only solution/hope of the situation (I think), by the feedbacks over and over again, at this stage is that either Josh adopts the skills of "fastlip", or the audiences adapt the "faslip" situation by exercising ears 😅 since the brand position of the show is a true "host-oriented" now, especially after reaching a level of audience numbers. 😀

[@nicopono1]

I'm Batnick crazy! 😝

[@apothe6]

Stunned by Jeffs knowledge love his work so much!!!

[@SK-cm3nu]

The guest was awesome !! great show

[@ryanarmendariz8003]

Josh with the Wu-tang reference - GOAT

[@LeonGenesis]

I love this show, but Batnick gives me a headache 😩😩😩🤣🤣🤣😂😂😂😂😂😂

[@nicopono1]

He's Batnick crazy!

[@creeyahteen1800]

Go listen to a different show. We love Batnick.

[@LeonGenesis]

@@nicopono1 He’s just annoying sometimes. HA HA!

[@LeonGenesis]

@@creeyahteen1800 HA HA!

[@TheDonOfGibraltar]

Great guest, this was a very interesting show. Thank you guys for the awesome content.

[@wakejaugh9597]

Great episode, thanks compound keep up the good work nose to the grindstone!

[@Achilleus003]

You gotta stop interrupting guests! Especially awesome ppl like this! Come on , he is really knowledgeable, you guys are great but Fridays are for guests!

[@Tendomcgoobin]

Do you all just pretend the feedback about Batnick doesn't exist?

[@Ryan_Tinney]

Brilliant episode tonight. Thank you for the content.

[@DarthJabba504]

Interesting and different insights. Loved the guest.

[@TheCompoundNews]

Appreciate it!

[@adamhopkinson7299]

Great guest great insights. Listened on Spotify had to come here and listen again with the charts.

[@roballender]

Great show this week!

[@playbak]

Ahh good ol Batnick's ADD kicking in full gear, wouldn't be a C&Fs without it

[@nicopono1]

I'm Batnick crazy! Course Kmart sucks!

[@supadave422]

Great episode! That 401K chart Michael shared is interesting, Gained a lot of great info from this pod.

[@rickgraham7641]

Batnick gets a little snippy. Josh needs to slap the shit out of him and remind him who's on CNBC 😂

[@nicopono1]

I'm Batnick!

[@blz480]

awesome guest

[@benseal1111]

Great show guys 👍

[@fishfanman4556]

Lol “Altoids before the show”, great vid. Thanks!

[@sonny_coates]

I bomb atomically, Socrates' philosophies and hypotheses Can't define how I be droppin' these mockeries Lyrically perform armed robbery Flee with the lottery, possibly they spotted me Battle-scarred Shogun, explosion when my pen hits tremendous Ultra-violet shine blind forensics !!!! 😂😂😂 my guy, Josh Brown!!!

[@ericrebhan8041]

Smart guest

[@mattfortini2969]

Didn't know Jeff before this but major follower now! great guest and tons of value this week. As always favorite part of the week when I watch this show! thanks

[@kevinkeogh6795]

Can't wait for the OTT joint venture! I watch/listen religiously to both and I'm sure that show is going to be amazing. Thanks for all your hard work!

[@keithmilliken6448]

Brilliant

[@robk5755]

Great episode. Is it me or does Jeff Degraaf sound like Jon Hamm.

[@Tendomcgoobin]

I hear it every ten words or so

[@capitalexotics]

Awww shiii! Love the intro beat, TCAF baby in full effect! $10k bottle service banked and instead I get to fuel up with Josh ‘Daz Dillinger Brown and Michael ‘Big Pun Batnick! Lesssss go!!!

[@jmonty1738]

U mean Josh 'Inspectah Deck' Brown lol.

[@ajspb]

Loved this interview, bring him back

[@youtubesucks8024]

41:30 “what are we looking at?!” I feel you, brother 🤣

[@craigr9267]

Great guest, up there with Colas.

[@akbarmuhammad8925]

Great episode loved the Wu tang reference…Wu Tang 4 ever. Don’t forget to diversify yo bonds!

[@rainerluthershelley5131]

Thanks all.

[@TravelGuy7]

Josh spitting bars from Triumph by Wu Tang 😂 “I bomb atomically” 😂 Best hip hop track ever in my opinion.

[@torontofortzhang1583]

so I wonder what the guest wanted to say about housing activity after rates drop~ but he got interrupted. I don't need to know how bad the market is but I do want to hear the guest opinion about their outlook once the rates drop.

[@Ryan-hw6ww]

Take a chill pill Batnick

[@CLOUD_NZ]

Zzzz all the haters/critics (do you see them doing it?). Keep being you Michael, its YOUR guys show. The compound, and animal spirits are rocketing.

[@BrendanAbel4real]

Lmao Josh was about to say " were not going to talk about Hitler" , when the guy asked if this was on cable I could see it on his face

[@djc283]

Michael please stop interrupting !

[@paulawang7387]

As much as we love the program, they have to have a capacity to listen the sincere feedbacks, either from loyal audiences or new comers, to be successful in a long run. Not spam the comments/suggestions, especially all the feedbacks here have been with a good intention to be best to the show, as I have observed from the beginning!

[@roland7599]

Batnik is making large portions of this unlistenable. You know that he won't let anyone finish what they're saying before he opens his mouth. Please learn to listen more

[@Ljcoleslaw]

I'm listening to this one at 1.5x speed

[@rickvug]

31:00 Discussion of bond vs. stock relative valuations is super interesting and timely.

[@4frmhat]

What is more important: position size or thrust?

[@jmonty1738]

Yes!!

[@kamikazekeebler]

First pounder!

[@FVPS904]

HELOCs are out of this world. Applied in June at BoA, just closed 2 weeks ago.

[@askchrishetrades]

Josh and his yea yea lol. Love it

[@Jonathan-gk6se]

Micheal starts talking about Cat just as I'm admiring the haul truck you guys have on the table 🤣

[@ocvegasproperty]

What was the conclusion on oil stocks? Are they still heading up or not? I got too jargony for me to follow.

[@ocvegasproperty]

Actually he was bullish and said they are a good value at about 1:04

[@joshuasmith4833]

This guys looks like a cross between Josh and Michael

[@SamEbby]

Good job mike for being on good behavior +1 for u

[@snava3923]

I wonder what his take is on S&P500 collective earning estimates for 2023 which are basically -5%. Based on this, there is virtually no upside for the next year. How do we hedge against this?

[@chartlanguage]

als o luv u your all staff u have a great show the peeps u bring on are great quality thank you Stay Strong Life s ABout Better Behavioral Habits

[@erosthano874]

There is noway I’m paying for a subscription for a service in a car, that’s blasphemous! Heard a little while ago another car company was going to charge a monthly fee for heated seats.😮 Not going to have it. Subscription as add-ons on a car is criminal. I hop it flops like XM and Sirius radio. And no I’ve never paid for Pandor or Spotify and never would.

[@CM-zu9vg]

The game has changed, but the players are the same.

[@daraghcuddy244]

All this short term bs is so irrelevant.

[@cagotoca]

3rd time watching this

[@nuttingprofessor]

For the record, I also heard "I bomb atomically"

[@aliasoma]

Hating Rings of Power, liking House of the Dragon? Didn’t one of you also recommend White Lotus? Yeah, I’m not taking my cue from you guys on entertainment, lol. Great show as usual.

[@sanjeevgig8918]

Suggestion: A PDF of charts used should be made available for download. Other podcasts do this.

[@michaelsimpson2103]

Yield curve has no impact! Ridiculous statement!

[@flymarbles4010]

I really enjoy the show for its energy and raw authenticity. But FWIW when you bleep out the f-bombs, it makes it seem like you're trying to be commercial. Who are you worried about offending? People like the show bc it's uncut! Censoring takes away from the appeal and makes it corporate. Keep it real✌🏼

[@TheCompoundNews]

We've had countless requests from people who like to listen with their kids in earshot, so we've done it at their request to keep things more PG-13.

[@dediudmarius]

Charts work if you eliminate the news. 100 days, 200 days all of that has no value when is the news and real world problems that dictate where the stock market goes.

[@buckeye200175]

It’s the price of energy products that lags the cost of oil

[@FEDD]

If Mike didn't say a word the whole show, I would be totally ok with that. Just saying.

[@voicification]

Unless you’re talking to boomers - no one thinks of the market as the Dow.

[@bobkrogh1670]

Vacuum logic!!!

[@nikitaushakov7298]

Second good interview with adult profi

[@amatuer2]

iDEA FOR A GUEST SPEAKER: THE SILVERGATE CEO

[@voicification]

First

[@williamc4221]

I've never met anyone pounding Altoids who didn't have horrendously bad breath.

[@djc283]

This show would be better without Michael.

[@Xmaslightsallyear]

Strange comments about Michael. I enjoy Michael's style. Maybe all this sudden anti-Michael commentary is from the same poster using various fake accounts. Ignore these childish hater comments Michael.

[@djc283]

@@Xmaslightsallyear fake , are you an idiot ? Just because someone does not care for a certain style . Just do this chat a favor and go away

[@fred9438]

Start a new show then?

[@mustavogaia2655]

@@Xmaslightsallyear No, Michael has been off for the last weeks. HE is acting oddly also on the episodres with Ben.

[@supadave422]

I rock with Michael he adds value to the show.

[@gabrielrodriguez8187]

NTA Josh, but he prob didn't wanna go on stage with you bc you missed the meeting and didn't think you could keep up since you missed it ykwim

[@buhryanj]

First :]

[@Robwhelan17]

Technology is deflationary, we re definitely going back to low interest rates again..

[@chartlanguage]

what aahahhh the goes down when the market goes up and vs vsresa

[@buckeye200175]

Clear up due to traders and followed by investors and day traders

[@michaelsimpson2103]

Sponsored by Altoids

[@jmiogo]

ditch the music

[@Zippezip]

Don't be picking on the Lord of the Rings, at least they aren't birthing a child every third episode.🤣

[@brentstruble2587]

You are in the wrong! Who would want to go on the stage with you when you didn’t want to take a preparation call

[@justdownshiftit]

Oh, you guys are doing this for the money?

[@patrickpellegrino]

I cannot stand the way that the guest speaks. One second his voice is talking normal the next it sounds like he’s whispering it’s very up and down

[@vogtnavog3170]

Mike forgot his xan again