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The Compound Podcasts:

On today’s show, we discuss:

• We Need to Have a Talk About "Bond Vigilantes"

• Paul Tudor Jones says market reckoning on spending is coming after election: 'We are going to be broke'

• Here are the highlights from the Paul Tudor Jones interview with Goldman Sachs

• Generational Theft Needs to Be Arrested

• Giverny Capital Asset Management Q3 Update

• 'Americans just work harder' than Europeans, says CEO of Norway's $1.6 trillion oil fund, because they have a higher 'general level of ambition'

• The Bottom 50%

• A $12 Trillion Opportunity for Financial Advisors

• Data shows disconnect between Americans' perceived financial strain and reality

• Majority of Americans Feel Worse Off Than Four Years Ago

• Economic Well-Being of U.S. Households in 2023

• Visualizing the Cost of the American Dream in 2024

• Inflation Has Cooled, but Americans Are Still Seething Over Prices

• The Porterhouse at Weis Points to Inflation's Demise

• America Is Primed for a Home-Renovation Resurgence

Charts:

Tweets:

— Bill (@wabuffo)
7:03 PM • Oct 22, 2024

BONDS

Many are misinterpreting recent price action. The move (from 3.6 to 4.25) in the 10-yr (post-Fed cut) does not signal a policy mistake.

Instead, it is the unwind of “recession insurance” buyers.

Conclusions from the 9/19 @3F_Research  report below:

— Warren Pies (@WarrenPies)
2:13 PM • Oct 23, 2024

Recommendations:

• Woman of the Hour

• Trap

• The Penguin

• Mads

• Strange Darling 

• Kill List 

• Terrifier 3

Contact us at animalspirits@thecompoundnews.com with any feedback, recommendations, or questions.

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