The Year Everyone Got Wrong | TCAF 106
On episode 106 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas and Jeremy Schwartz to discuss: the magnificent seven, the bond market, defined outcome ETFs, inflation, the spot bitcoin ETF saga, and much more!
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►00:00 - Cold Open
►02:22 - Intros
►04:32 - Future Proof News
►05:55 - The Year Everyone Got Wrong
►13:02 - The Impact of AI
►18:02 - Housing Stocks
►23:10 - Bond ETF Flows
►29:37 - The Multiple Story
►34:17 - Treasury Rates
►38:52 - Positioning
►42:04 - Shelter Inflation
►48:01 - Buffer ETFs
►59:06 - Active ETFs
►01:04:04 - Where is the Bitcoin ETF?
►01:12:31 - Valuations and NVDA
►01:18:48 - Favorites
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