What if This Is the Minsky Moment Right Now?

Thank you all for your time!

Please correct me if I’m mistaken, but Trump’s announcement today about 25% tariffs on Canada, Mexico and 10% on China are likely inflationary which will affect the feds trajectory.

Re: Minsky Moment - any connection between a bubble popping and loosening of regulations?

But, Josh: what about Amazon in the early 2010s? They wasted tons of money on the Fire Phone, and they didn't have ANY margins to waste....

Everybody who was blaming Marxism for the horrible direction of the country is now feeling great about the economy and markets, because Trump was elected. Ignorance is bliss.

Isn’t bitcoin the perfect product for the Ponzi phase?

The best!

Remember the guy that stole 8 billion and Voyager offering $50 free bitcoin to join the app. That was the ponzi faze....

MSTR selling debt to buy bitcoin???

If you look at BTC chart its a gap to fill around 1,100... IM JUST SAYING, I'M JUST SAYING..

The top 10% own 90% of the stock market. The bottom 42% own none. So if "everyone" is the top 10% then okay Josh, everyone is happy no matter who got elected. smh

great job!!!!

Nick and Jessica are like Shaq and Kobe of data / market analysis. Love hearing their take on markets.
NEVER SHORT ALL TIME HIGHS!! 🔥

Love these guests!

Apropos time to have a discussion of investment phases

Nick n Jess every time 👍

Great content with Nick and Jessica! Watching from Asia!

Three of my very favorite analysts. Add Brad Gerstner and Tom Lee and you have my “Fab Five”.

Would be nice if he allowed Jessica to speak.

Very good analysis, more information than on CNBC Josh!!!

"You don't have to like everyone who was voted to every post?" I wonder if that statement comes back to haunt.

Your're in the Ponzi phaze, when any one of your companies are valued over one trillion dollars, get real!

Why is he talking about forward To PEs? Analysts are in the tank and never lower earnings estimates until forced.

scores of crypto crap going up is a sign

Unemployed are not getting hired. The stats lie.

Really good information!

Always great information. Love when Jessica and Nick are on. You all are appreciated.

Awesome.

Instead of thinking that modern companies are ‘better’ than previous companies, couldn’t you just look at it and say that modern companies are better at becoming monopolies and therefore have higher pricing power?

Thank you

It's bidens economy

These guys are fantastic!

That chick is smart

Technically Druck not Soros mis-timing TECH in 2000

Josh, The Compound and Datatrek...ALL brilliant! So helpful to us individual investors!

YES THEY ARE THE BEST. MORE EPISODES WITH NICK AND JESS PLEASE!

Looking at the forward multiples for tech whether it’s price to earnings or price to sales a year long or more bear market is not far away. The indiscriminate bidding of the majority of tech companies is a good indicator at which stage in the cycle we are in

My favorite podcast. Always something new to learn. Thank you Josh and the crew.

What Josh calls a “Vibe Shift” rational people call “Hypocrisy”. Love the Compounds takes on just about everything but this take is genuinely laughable. Next 4 years are going to be interesting.

These people are so smart!

Thanks for sharing

Minsky said stability creates instability

Generally, I love the Compound & Friends and look forward to every episode, but Nick and Jessica are favs. Thank you all for sharing (some of) your work with the masses. - John Churchill (long time listener, fan, in Denmark)

Great content. But, is Nick Colas his real name??

Thanks for the analysis! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?

These are great. I wonder if you can turn on video podcasts on Spotify to avoid losing context for the charts.

For every borrower there is a lender and for every lender there is a borrower. The two cancel out. 😃😃😃😃

Your employment numbers do not include those who are not seeking employment and not collecting benefits from any source.