Thanks for checking out piece from last Sunday “You weren’t supposed to see that” – it went crazy viral all over the place. I can’t believe how much feedback came in. Mostly in agreement with my conclusion but not all of it, there were some reasonable counterarguments too.
We had Zillow’s chief economist, Dr. Skylar Olsen, join us for a special Live From The Compound episode!
We also had fan favorite guest Nick Colas on TCAF this week! Nick explained which Vix levels he is paying close attention to and why corporate earnings are almost certain to fall further than most believe. This is one of the most must-watch / must-listen episodes we’ve ever done.
You can watch the new TCAF below or listen as a podcast.