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• This week we sat down with Meb Faber to debate a brand new $12 trillion alternative for monetary advisors

The Compound Podcasts:

On right this moment’s present, we talk about:

• Will Trump's Win (Finally) Result in Decrease Lengthy-Time period Curiosity Charges?

• "Kamilton": the 2024 election and who tells your story

• Hundreds of election gamblers anticipate betting jackpot after Trump win

• Would You Purchase Inventory in a Agency with a P/E Ratio of fifty?

• Credit score market outlook after the election

• Markets Turning into Extra Environment friendly: The Disappearing Index Impact

• Trump Inherits an Financial system at a Difficult Time

• Cliffwater Direct Lending Index

Charts:

Tweets:

We’re going to listen to a number of tales about which individuals, insurance policies and rhetoric are responsible for the Democrats’ defeat.

A few of these tales might even be true!

However an underrated issue is that 2024 was a completely horrendous yr for incumbents world wide 👇

— John Burn-Murdoch (@jburnmurdoch)
11:27 AM • Nov 7, 2024

— Matt Darling 🌐🏗️ (@besttrousers)
2:20 AM • Nov 9, 2024

IMO some economists are reaching the fallacious conclusion from the election.

Individuals felt just like the financial narrative was disingenuous.

They had been advised inflation was “transitory”.

They had been advised govt spending didn’t trigger inflation.

They had been advised inflation wasn’t dangerous as a result of… x.com/i/net/standing/1…

— Cullen Roche (@cullenroche)
3:48 PM • Nov 9, 2024

Roughly *67%* of voters rated the financial system as “not so good/poor,” per Washington Put up exit polls

An incredibly poor quantity amid a scorching labor market, booming shares, a lot decrease inflation, rising GDP

However widespread voter dissatisfaction w/ the financial system been clear for years

— Jeff Stein (@JStein_WaPo)
5:01 AM • Nov 6, 2024

“When development is plentiful, traders search for shares which can be low cost. In these situations, it’s worth that’s briefly provide, not development.”

@johnauthers

— Every day Chartbook (@dailychartbook)
11:46 AM • Nov 8, 2024

As Donald Trump readies to return to the Oval Workplace, U.S. retailers that depend upon international suppliers are ready to cross alongside the price of his proposed import tariffs to shoppers, doubtlessly resulting in increased costs for a variety of merchandise.

— CBS Information (@CBSNews)
8:31 PM • Nov 6, 2024

iShares Bitcoin ETF (IBIT) has now surpassed iShares Gold ETF (IAU) in property…

Did this in 10mos.

IAU launched in January 2005.

Completely wild.

— Nate Geraci (@NateGeraci)
1:42 PM • Nov 8, 2024

This can be a prime promoting Lennar residence neighborhood north of Houston. The home is at the moment listed on the market at $163k

2 bed room, 2.5 tub, 1013 ESF

Regardless of individuals hating on these smaller houses, they’re promoting

Not everybody desires an enormous home

Some individuals need affordability

That is… x.com/i/net/standing/1…

— Julie Chang (@JulieChangRE)
10:12 PM • Nov 8, 2024

Suggestions:

• My Outdated Ass 

• Mighty Geese

• The Penguin

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