This week on The Compound Show, Josh talks with Anthony Scaramucci about his return to Wall Street, taking back the reins at his hedge fund business, North Shore vs South Shore Long Island, the difference between The Street and DC and a lot more.
Then Rob Arnott joins the show for a wide-ranging conversation about the growth stock bubble we’re now in the midst of, the turning point for value stocks, the truth about interest rates and valuation, why Tesla is one of the biggest bubbles he’s ever seen and a lot more. You can watch the full video of Josh’s conversation with Rob, including charts, at The Compound.
Plus! Josh’s rant about stock touting services and how to tell the difference between a reputable research product and a scam.
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You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!