Ask The Compound

"This is important to all top-callers. If you manage capital for clients, your top call will raise all sorts of issues with them. You certainly can’t be long the markets after your top call. Remember ...

26 Mar 20216min

"I’m in a moment right now. Putting pieces in place. Declining comment. Biding my time. Building my own lane. You can have all the rest. How can we be competitors when I don’t want what you want?" - J...

25 Mar 20214min

"The key observation here is that behavior among different sectors changes at tops, bottoms and middles. That is true for markets, and it is true for economic cycles as well. For those who see bubbles...

25 Mar 20216min

"I don’t help people get rich, I help them stay rich. My job as a wealth manager is to help clients hold on to their wealth and to preserve and grow it to keep pace with inflation. My number one prior...

25 Mar 20216min

"It will take time for the realization to set in that 2020 truly marked the end of a way of life we’ve known our whole lives. This doesn’t mean the new way of life will be worse. It may even be better...

22 Mar 20214min

"This era is fraught with misinformation, driven by social networks that iterate algorithms to expertly manipulate dopamine-driven human behavior. It presents a clear and present danger for investors....

19 Mar 20219min

"I do consider myself a glass-half-full kind of guy. I think I was just born this way. I have plenty of worries just like the next person, but I have a huge amount of faith in the power of the human s...

18 Mar 20215min

"Because something is easy to measure doesn’t mean it’s important. In our haste to make life less complicated and predictable, we focus on measurable things. Just because we can." - Tony Isola For mo...

18 Mar 20214min