The Myth of Cash on the Sidelines | TCAF 160

[@TheCompoundNews]

This episode is sponsored by Pacer ETFs. To learn more about the Cash Cows series of ETFs, visit: www.paceretfs.com/products/cowg

[@anothername2730]

“COWG” Was hoping for an ETF that would allow me to hold cowgirls…but cash cows sounds even better.

[@midwestcannabis]

Party On! ✌️🥳✌️🥳

[@axay.7]

As always top tier content! All want to say is audience will love 2 hour- 3 hour episodes of TCAF ! Guests are flying out to you guys and we would love to hear them more ! I am voting for longer TCAF episodes , it could twice a month as I understand Josh and Batnick are super busy as well ! I would have loved to hear more Sam Ro in today’s episode !! Anyway Thank you to The Compound for amazing content!

[@anothername2730]

Episode 160 comes out when you guys have 160K subs!! I’ve heard that coincidence is a sign you’re on the right track, but screw the omens I KNOW THE POUNDERS ARE ON THE RIGHT TRACK

[@midwestcannabis]

Right on 💪💪💪💪💪💪🥳✌️

[@anothername2730]

@@midwestcannabis whoooooo let’s go buddy. Palantir doing well btw!!

[@midwestcannabis]

@@anothername2730 Yea buddy! $PLTR long and 💪

[@kevinl20082008]

This was a really fun episode. I was also cracking up. Not to say other episodes aren't. Sometimes it gets dry.

[@philrosenn]

Sam sharing the AI generated podcast live on the real life podcast is epic. Great show.

[@alecosavvas3361]

What are the names of the AI applications I didn’t catch it?

[@stadiojunkie]

Sometimes I look at the headline and think “do I need to watch this one?” and then I watch and realize I would have missed four or five nuggets of top shelf wisdom, I would have kept telling clients there was 7 trillion of cash going back in the market, missed Netflix recommendations, live albums and learned Batnick was an Oasis fan. Absolute fucking legends, every last one of you. Thank you.

[@microgx9265]

this was a super fun episode and i've never missed 1, not to brag. Good stuff everyone.

[@golfinguru11]

To summarize this podcast in one phrase - “this time is different”

[@TheCompoundNews]

it's always different. every single time. - JB

[@anothername2730]

This thumbnail is perfect. Like he’s busting up laughing at the myth of cash on the sidelines. (Which I’m sure was the intent - you guys have a smart production crew.)

[@brandonklosterman2978]

Michaels face when Josh says, this fall where coming so hard😂

[@adamfrost9048]

As a retail investor there is so much BS information flying at us every day it's really hard to filter out what's real, or view data with the right context or perspective. It's great that you guys are giving us both good information while explaining the perspective and what context you think is important. It's definitely helping me refine my financial news BS filter.

[@Nick_Cowles11b]

Lets go!!!!! Another friday episode!

[@anothername2730]

Nick! You were one of the first YT subs during my early days of investing.

[@jimbojimbo6873]

That AI podcast thing was INSANE

[@nlabanok]

My god what world am I living in when it's a flex to go to see Oasis live.

[@doingthingsdifferently]

Have tickets to the first concert back. Enjoy my flex 💪😉😁

[@nlabanok]

@@doingthingsdifferently I'm sure there's someone out there praying for Milli Vanilli to do a lip sync reunion as well. No shame, no shame at all...and there is at least an off chance the brothers break out into full blown fisticuffs on stage a la Jane's Addiction.

[@doingthingsdifferently]

@@nlabanok Milli were the bomb ;). I get your comment though, unless you're a certain age and lived in the UK during that time. I don't get the hype. For me, it was me and my friends first concert and the opening night is 10 minutes from my house. Bring on the brawl.

[@matt.stevick]

i heart tcaf 📈💰

[@midwestcannabis]

Same 'Ol Pal 🥳✌️

[@voicification]

New fan of greenahaus after he went on the perma bear show and wrestled with them.

[@davidwysocki1004]

Thanks, Josh and Michael, for another fabulous and thought-provoking show. I especially enjoyed the "Is the stock market getting ahead of itself?" segment which I thought was spot-on on the reasons for being a long-term optimistic investor (my words). Good stuff!

[@theroastedbean9866]

Josh went next level with Superfly Snuka reference

[@davidbrianstuart]

Shana Tovah, guys. Do your DD on those Turkish "Transplant Mills". Some true horror stories. Just maintain those shiny domes! Long time follow of the pod. Keep gowin' the pod. Good luck on the hairlines.

[@jeffossola668]

Did not expect this cold open! Now i want to see michael in a powdered wig!

[@ogcapital__]

😂

[@Kenkoopa44]

Love the show guys, thanks for the great content!

[@hannahvannewkirk5525]

Love to hear Greenhouse confirm what I’ve felt like is true in my short time learning this industry..SPY = diversified

[@davidlkleinman]

Love the addition of Charlie next to Warren in the studio.

[@midwestcannabis]

Party On with The Compound and Friends, $PLTR and $NVDA 🥳🥳🥳🥳🥳🥳🥳✌️✌️✌️✌️✌️✌️

[@nolanhickling4467]

trading well below book. Tailwinds with forestry shifting from BC to Ontario. Lumber prices slowly rising with a 30-50% expected increase in 2025

[@mikerusso7095]

Josh just said on CNBC, “this is how I’m girding my loins” in reference to Uber. Love his one liners on the halftime report 😂.

[@CM-cy3qo]

Would like to hear Tom Lee's response to the "cash on the sidelines" issue. He often says this.

[@ThorTheOdinSon]

he also talks about margin debt being low right now lol

[@Dustyphoto915]

Because there is a bunch of money on the sidelines. The suggestion that the wealthy have just played their hand and disclosed all their assets and or are utilizing all their assets is a bit ridiculous.

[@adamfrost9048]

​@@ThorTheOdinSon Although they were talking about when bears are saying margin debt is too high so a crash is coming. It might be legit to say that margin debt being low means there is some room for more bullishness in the market.

[@golfinguru11]

There is always money in the sidelines. It’s called diversification, and it’s dishonest to imply that most/all of it will someday magically flow into equities.

[@CM-cy3qo]

@@golfinguru11yes agree with that so I’m wondering how Tom Lee would respond (I’ve never seen him as someone needing to lie)

[@ocvegasproperty]

Surprised the guest doesn’t unederstand the difference between average, median and mode is as it refers to “the market goes up 7% per year”. Great show none-the -less.

[@midwestcannabis]

Killer podcast guests as usual! 🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳

[@anothername2730]

@@midwestcannabis it’s awesome, every Friday they deliver something for us!

[@midwestcannabis]

@@anothername2730 Its a fun time to be an investor! 🥳🥳🥳✌️✌️✌️✌️

[@c-note]

Great discussion and banter... must be Josh becoming Downtown while putting his sports jacket on

[@ccowanmt]

I was at Pacquiao vs Cotto with greenhaus in Vegas!!! Great time!

[@JoeS97756]

re: debates, you might notice that the debates are carried live on all networks, so there is some sort of sharing agreement there. If Amazon were to get one and not share that wouldn't be good, so why would Amazon pay anything for a debate?

[@JustinCaruso]

The emotively happy country list is mostly latina america, where people prioritize joy and culture supports expressing that joy

[@aliasoma]

Re: China, the Chinese don't invest in stocks, they invest in real estate. There are tens of millions of empty domiciles that they can't find people to inhabit. Who knows how many of these empty homes are financed and how many are owned outright, but they aren't going to buy more real estate with this new stimulus because they aren't making anything from the property they already own. Dan is absolutely correct that their problems will not be fixed by this new stimulus.

[@jhshao8435]

Lol, I am chinese and let me correct you on this, this big stimulus package want to do following few things: boost their stock market by regaining investor confident, stabilize the declining real estate market and yes not necessarily getting the real estate back to previous high but more to stop the bleed, and lastly to boost consumer confidence to shop more😂😂😂

[@aliasoma]

@@jhshao8435 Your being Chinese has nothing to do with the facts and figures. We already know what the stimulus is designed to do. The problem is that this stimulus is too similar to previous attempts that amounted to nothing. Dan was 100% correct in his assessment and he isn't the only investment professional to say this, including those based in Beijing. The only way I see this having any effect longer than a short term boost to some stock prices is if the money issued to the poor gets spent buying the products/services of the listed companies. If they hold it or spend it more locally, the stock prices are coming right back down. Remember they only went up on speculation, not realized returns.

[@warrenbuffet6126]

“Did you talk stamps?” Holy shit 😂😂

[@meknizdceo701]

Great Show!!

[@richarddiaz1973]

“It’s dryer than my” 🥴🥴

[@leesmith9299]

i wish i was bald. i went almost 5 months between haircuts this year because i was petrified of the small talk. i finally walked past a barbers and the guy just had this look about him and i knew he would not make chit chat. i was right and it was bliss. unfortunately i will not be back in that area for a long time.

[@jareddalessandro9813]

6:20 was perfect

[@DONKALLSONG]

How do someone even keep track on how many times you smile per day?

[@CB-vh8qw]

Another “you know” champion

[@sergeyyakubovsky7259]

Jimmy, my favorite wrestler growing up.!

[@garyrogers6977]

Impressive information.

[@GreyAndSheep]

I love the podcast, but the hosts need to dial the coke/caffeine back a bit and let the guests finish their thoughts

[@jordanlissoy5637]

love the dual daytonas...

[@golfinguru11]

Douche overload.

[@WhispersOnLy]

Vegas~ Get tickets for "Absinthe" 👀☝🏿

[@dougbrown7413]

When they don’t come in with a favorite, it’s a dead give away that they’ve never listened to the podcast… and Dan come across as a know it all.

[@doubleclick21]

They've both been on before, FWIW.

[@motownmark]

Josh - From now on you have to force Dan Greenhaus to lose the tie when he podcasts with you. This is The Compound, not a Fed OpenMarket Committee meeting.

[@darrendent8288]

@1:19:26 100% agree. Joy comes from the Lord and is a choice.

[@IakonaWayne]

I'd like to hear Tom Lee's response to trillions on the sideline being misguided.

[@bstorm66]

Jim Cramer buttons, cool. Get a smaller applause, not a concert hall. Music way too loud.

[@Spaceneil8]

The Kamala Trump debate was streamed live on Disney plus

[@dkgong]

Top 10 cold open. 😂

[@fred4854]

Just buy large cap tech bro

[@ausgra17]

@54min why was the Bush 9/11 stimulus check ineffective? The check amounted to $150 for the "above average income" family of 4.

[@Ryan_Tinney]

Some words for the algorithm to chew on.

[@BitsOfInterest]

28:36 someone has some recency bias... How did you outperform in "the lost decade" in the US early 2000's? International and Small Value. How did you not lose money in Japan last 30 years? International (not Japan) and Small Value. How did you make it through the 70's in the US? International and Small Value. Of course you want to own the S&P 500, but you need to own the other stuff also...

[@golfinguru11]

It’s less stressful but if you were 100% spyder for the last 30 years you did just fine.

[@rossmacintosh5652]

So where does Sam Ro buy bread for 50 cents a loaf?

[@MBoyer-ng6ok]

Maybe one of the most entertaining intros ever with a chat gpt generated podcast played on a podcast...And Josh is dead on at the end about putting on books on tape (or I like history podcasts--long series) and you will drop back to sleep for longer than you can imagine...Seems to shut off the part of the brain or thoughts keeping you awake..

[@PiGum]

The myth of the myth of cash on the sidelines

[@stevenlippold]

The strikes are already over.

[@themusic6808]

27:37 Josh 1,000% has been getting lingo from his Gen Z kids and was thinking all week how he could fit “shiiiiii” in a podcast 😂

[@golfinguru11]

You’ve never seen The Wire, clearly. Gen Z appropriated it from Gen X.

[@hypnotechno]

what is the issue of the 8 perecent a year thing

[@lifehacksandlessons920]

Mike and Josh, lots of giggles….is there wacky tobacy happening

[@Bromeostasis]

12:00 Its drier than my _________ what is the word or phrase?

[@holdened]

I thought shang chi made an appearance to tcaf

[@cooperdunn3808]

IS THAT THE HAWK TUAH VERSION?

[@darrendent8288]

@58:34 at higher inflation? Eh, thats a stretch, Josh.

[@cookinthekitchen]

I don't know if he got the wifi password

[@2023gainer]

EV sector Fast Charging. EVGO 72 % week.. Nikola..17 % week... Surf Air Mobility 88 % month... Hyliion 49 % month.. Blink Charging 25 % mth ..Plug 33 % mth .. Workhorse 33 % month and Nio 35 % month. Thumbs Up video/ comments. Thanks.

[@BitsOfInterest]

Sounds a little concentrated when the trend is turning towards (plugin) hybrids...

[@2023gainer]

@@BitsOfInterest Millions of cars and trucks owners to convert, enough for competition.

[@CliffG]

Mike has been pretty good the past few weeks about not saying just any stupid thing that pops into his head that he knows nothing about. When he said no one is going to watch Brian Williams he might as well have just smeared egg all over his own face. Not because I was a regular viewer of Brian Williams, but several million others miss his wit and insight. Stephanie Rhule has been a weak replacement on MSNBC since Williams left. Think before you give an option, Michael.

[@ronf28]

Decent episode but I prefer the ones that have more debates rather than all 4 of them feeding on each other the same direction and sentiment...

[@Azwel]

My brother went to turkey but the hair started falling out again after a year and a half or so

[@randyalbertsw1992]

Lil’ Jock

[@kkp4297]

look it's Benedict Wong.

[@rickgraham7641]

Oasis?!?! wtf...

[@chrisg9343]

Its not science its social science Josh. Replication crisis not related to

[@Tom0000]

Looks like China stock prices are due to rise even more, considering how dismissively negative these parrots are about the recent rally.

[@seanlefrancois4950]

They weren't dismissive or negative about the rally. In fact, they said it would continue short term.

[@golfinguru11]

China got stimmy money, and we all saw how that turned out post-Covid

[@ski5566]

Tom Lee, a recent guest, mentions cash on the sidelines all the time. Is he misleading his audience? I have done very, very well listening to his advice but is this just dumb luck? Is Tom a charlatan?

[@ski5566]

Just noticed that commenter CM-cy3qo is also curious about this.

[@bendilocker]

Everyone constantly interrupting each other so that I don't think there was ever a thought completed. Impossible to listen to if you think the setup to a thought deserves a conclusion.

[@thebarryman]

AI talk 🥱

[@CDESHMUKH13]

Wat a waste to talk abt news for 10 mins or so ..

[@devincoyne]

Use the timestamps, loser

[@tommay7735]

Brian Williams ex msnBS mouth piece😂, he is still alive? just like would not from any of the top names talking heads at 🦊..

[@westnash]

You give us an interesting title and then waste our time with meaningless bs chat. Cut the time of this video and get to the point. Our time is just as important than yours.

[@aliasoma]

Fox News, lol. That's an entertainment network.

[@paulchoi1461]

Sam looks bored

[@tubezaspiak]

Josh "Fox News is one of the best businesses in the history of television". WTF?