Thanks again to FTX for sponsoring TCAF! Download the FTX App today and use referral code "compound" to earn free crypto on every trade over $10: apps.apple.com/us/app/ftx-crypto-exchange/id1095564685

@allenharris7477

2 жыл бұрын

On

@allenharris7477

2 жыл бұрын

Ono

@noahbane

Жыл бұрын

Yikes

@kuronetwork920

10 ай бұрын

LOL This ad is not going age well.

This guest was unbelievably insightful and brilliant. Please have Nick Colas on your show again in the future. Same goes for Tom Lee.

@c.white86

2 жыл бұрын

Nick Colas and Tony Dwyer are by far the best guests you've had. I would love to see regular episodes with both of these guys. I'm on my 3rd listen right now!

@hpto623

2 жыл бұрын

He is clueless about EVs. People don't go to dealerships for electric cars. They see a friend's Tesla, take a ride ask a few questions, and order on line. The resale value of a Tesla is less than an ICE?? - LOL Try to buy a two year old for less then 80% of new one - won't happen. There is only one EV company - Tesla. F and GM have ICE anchors such as Development and dealerships, that he did note, that will drown them. You buy one Tesla and you're done; it is good for 500K miles. Lots of older Tesla data is publicly available to review. Brakes are good for 100K. Tires and wiper fluid are your only expenses, no gas, oil, tune ups, etc. You charge at home at the rate of 50 miles per hour. One hour a day tops it off at night while you are sleeping. On a road trip you supercharge at 500- 1000 miles per hour so in 15 to 20 minutes and you are on your way. I have driven one since 2018. The car has more range than my bladder, which is the only real limiting range factor. Tesla has an eight year warranty on the battery for 70% of capacity. So 8 years later your car can go 225 miles per charge or you get a new battery.

@dso1986

2 жыл бұрын

Yes this guy n tom lee r dope

@WillingNAbelVids

2 жыл бұрын

Agreed

@mattdecandia9607

2 жыл бұрын

Tom Lee may actually have a crystal ball.

Nick Colas is the gold standard for a guest. This is such a wonderful interview. I feel people will come back and watch this show over and over again. Thank you guys for all of the hard work you put into these.

@ronobh5469

Жыл бұрын

Just rewatched ;)

@indianajones3315

Жыл бұрын

Subscribed to DataTrek, Nick's daily publication for $50/mo it's a steal

@saravpreet100

Жыл бұрын

@@indianajones3315 in the subscription what kind of stuff is sent? like top picks?

Best episode ever. Nick Colas thinks 8 moves ahead. You'd wanna watch this thrice! Kudos to great questions and topics. There are gold nuggets in every minute 👍

Hands down, the best guest The Compound has had on so far. He describes Trading to a T. 💯

@Tom0000

2 жыл бұрын

nope. smart dude, biased as f.

@brianmathis5423

2 жыл бұрын

@@Tom0000 biased regarding what?

When you have a guest like Nick, that just drops knowledge in every syllable, I replay over and over until I fully absorb the information. I'd rather binge TCAF than Westworld.

I’ve listened to this 3 times already, here for my 4th with a notepad. Cannot hype this enough, this was an all-time episode.

BEST. EPISODE. YET. Just kept rewinding and processing every word Nick said. And props to Josh who, I will say again, is so much smarter than his demeanor belies. He processes information from his guests so damn fast and helps the audience make sense of sophisticated finance and business concepts. Very impressive. Very insightful. Very helpful is this UP is DOWN environment.

Going through older videos. This may be one of the best produced. Nick is a genius himself.

The best part is Mike switching from bullish to bearish and back to bullish again. Strong convictions held weakly! Great guest. Weakest part was his explanations on why EVs would not be adopted quickly - because people would fear they wouldn't have a charge if they had to go to the hospital quickly? Ranges are better than they were, technology is improving and how is this different than being out of gas? I am not an EV fanatic, but I think there are better reasons for slower adoption such as lack of chargers, which was pointed out. Right now that is an issue, but perhaps not so much in the next 5-10 years?

@conradhenninger2209

2 жыл бұрын

Totally agree. This guest is amazing but his EV take was a downer. I'm the ICE guy that drives his car to empty on every trip. So if I come home my EV will have more range when I need it to get to the hospital in his scenario than an ICE will ever because 1 or 2 hours of charge will get me to any hospital I need in any city on any continent I have ever lived! (Not a Tesla fan boy...wish I owned the stock!!!)

@ttsiaras

2 жыл бұрын

@@conradhenninger2209 I don't even own an EV (yet, but they are inevitable - you don't want to holding ICE in 5 years) and growing popularity will swamp electricity charging demand, but you can't equate current capacity with future demand. Of course there are problems, but to think people won't strive to adapt to these problems, especially when there is money to be made, is short-sighted. Beyond that he was excellent. But the weakness of his answers was jarring to the strength of the rest of the show.

@liarzdice

2 жыл бұрын

@@conradhenninger2209 it'll still easily outperform the market this decade. Probably the best risk adjusted opportunity if you're holding long term. Began investing in 2018 and I've held since. It's a highly misunderstood company.

I watch you guys everyday. This may be the best episode I have seen. Soooo many jewels.

Didn't want the episode to end. Amazing content.

@TheCompoundNews

2 жыл бұрын

Neither did we!

Please make Nick Colas a regular 😭 this was your best episode to date

easily the best episode. i'm shocked out how direct, clear, and thoughtful his answers were

@TheCompoundNews

2 жыл бұрын

Nick is the best!

Please bring Nick again, he's absolutely amazing and we need him in these times 👍

By far the best episode I have watched on the channel. So many topics covered and so many eye-opening insights in Nick's reasoning on those hard topics like crypto, the metaverse and autonomous driving. I will probably watch it a few more times this weekend just to absorb everything!

Just when I thought I had a clue as to how the the financial markets worked, Nick Colas brings me back to reality. Incredible interview!

This guy is a freaking BRAIN!! Great Interview!!

Every now and then you run into a conversation that teaches you more about a topic than you've known in your whole life. This is one of them. Nick Colas is a wicked smart guy who should be on the show on a regular basis. Nice!

Man dropped gems throughout this whole podcast. Amazing

Best guest so far. Loved that chat about deviations and the vix. Great stuff

I have no idea what Nick is saying 50% of the time, but this guy is clearly so brilliant I could listen to him talking with the guys everyday . Love the Compound

@puro52

2 жыл бұрын

a year ago i would be in your seat and not knowing half, now i dont understand 20%, one step at a time :)

One of the best interviews I have seen/listened to at The Compound & Friends. Nick backs his take with data. Very very insightful!

Wow, Nick is the best guest you guys have ever had on the show. I will bookmark this show to watch again, and again.

Nick Colas is a wealth of knowledge. Thank you for bringing him on your show. Now a fan!!!

This was the best one yet! I listened to it 3 times hoping to digest whatever I could.

I’ve watched this episode 3 times now. By far the best guest ever and the best episode yet. He had to come back for another

Josh and Michael u guys really need to zip it sometimes and let the guest talk! So many gems from Nick lost forever because Michael or Josh cut in and talked over him just as he was about to drop the gem.

@vato7251

2 жыл бұрын

💯

@paulsommerhalder9049

2 жыл бұрын

Hey, don't lump Michael in there, he is relatively sanguine. Josh is The Great Interruptor...His superpower is that he can't go 30 seconds without having to hear the sound of his own voice😂

@kooan18

2 жыл бұрын

@@paulsommerhalder9049 Good point, Josh u gotta read this and let the guests talk man.. ...

Probably the best episode so far. I learned so much and am a better person for having watched and listened

This might be the greatest The Compound & Friends/ Animal Spirits episode of all time.

@TheCompoundNews

2 жыл бұрын

Thanks for watching, Danny!

That was a fantastic podcast. Thanks Guys.

Episodes like this are why I tune in to #TheCompound. No offence to the other great guests you guys have, but I love when someone comes on and knows their shit, intelligently hitting on investment tangents that have been peripherally bouncing around in our heads.

this was the best episode ever. guest clearly stated his point of view on the market, and gave strategies on navigating the markets going forward. need more of this

One of the best guests on the show. Please invite him back and also Tom Lee

Nick Colas. Tom Lee. This pair, your MVP’s

Bring Nick regularly He is insightful

We need more Nick Colas on the show

@TheCompoundNews

Жыл бұрын

Agree, we'll have him back at some point for sure.

This episode was amazing, please have this guy on as often as possible. Extremely interesting from beginning to end.

Wow, great show. I could listen to Nick Colas all day long. He's articulate, clearly experienced, and has some great insights and he can explain everything so that ever I understand it.

This is by far the best show with Nick - serious knowledge was dropped during this episode.

i could listen to Mr Colas for hours.. wow ... incredible dude... i learned so much

@TheCompoundNews

2 жыл бұрын

Glad you enjoyed it!

This episode of The Compound is one of my favorite. Thank you guys for inviting Mr. Nick Colas, just learned SO much precious knowledge regarding Secondary Market Securities and Experiences from an actual Wall-Street Institutional Professional. 1.) Trading is a Craft. The amount of discipline you need determines if you are practicing trading correctly or not. The example of having a repeatable system to achieving a goal of "$1000" per day was on point. You reach the goal, you're done. Then you expand your goal to "$2000/day". A real employment narrative from Colas explaining how that was the scenario on an actual Wall Street Institution that trades Secondary Market Equities. Along working for legendary Mr. Steve Cohen. *Again, Investing is a totally different mindset .* 2.) Newbies perhaps think price actions on stocks are randomized. But Colas mentioned there is ALWAYS a reason, you just don't know it. And how modern day trading environment might be more complex compared to the olden days; where as back then it might be a explainable reason for a stock price to move as now of days.. It might just be two algorithms colliding with each other lol. 3.) Recent rally from two weeks of mid March to End of March is heavily correlated to VIX. When VIX reached 36 which was Super Over Sold on Equities in addition to 2 standard deviation, institutions HAVE to try for the rally, or else we are SCREWED. However, this might just correlates to how I explained the recent rally was because of institutions are closing positions on Delta Hedging instruments such as long term ITM Put Contracts on growth equities such as ARKK. 4.) Macro wise: We know the Fed is going to Hike Rates, We know there is rising inflation. So... Prior to 1983, historical data shown higher interest rates correlate to higher housing inflation. Main question, how much does corporate earnings hedge you from inflation? Will tech companies which mostly dominates the Equity Market sustain in rate hike environment? Again, my thought was also on Mega-Cap Tech names, stronger fundamentals with enormous cash flow which won't be affected by much, usually the smaller names that are demolished in a rate hike. 5.) Long-term wise.. Cola's view: S&P 500 Net Margin is 12%; Pre-Pandemic is 9%. With oil prices coming down as commodity prices are all cyclical. It's reasonable to be bullish from here. Even though my perspective is similar, a.) SPX @4300 is quite fair valuation due to 5 yr avg of P/E of 18x. b.) Dollar Dominance still remains strong c.) Tech dominant Economy with unlimited potential of Profit Margin d.) Don't bet against America I actually agree with Cola, we should of just have this recession and crash the Equity Market along with this Macro policy of rate hikes. Then we bottomed for sure, and clean up i.) Macro Environments. ii.) Equity Fundamentals iii.) Fed finished what they have to do. WIthin 6 months we're done. Then we rally for another 10 years. However. Not the case for now.. Feds are pushing slowly. So now we have this possibility of yield curve inverting with the 7 times rate hikes, possibly a conclusion of a short term recession again don't quote me.

I worked with Nick at CS First Boston. Smart guy, great insights.

This is the best, I am learning so much. I am going to save this episode and watch it again after some time. Great job in finding the high quality guest

This is probably the most important published hour of dialogue YTD

Best guest you've ever had. PLEASE have him on again, and for longer.

OK, I know I said Kris Sidial was the best guest ever on this show but Nick Colas is really THE BEST GUEST EVER on this show. I could listen to him for days. So much insight and experience. The stuff he was saying about Moore's Law and China and Apple and everything else was blowing my mind. Please have him back often.

@situation_zero

2 жыл бұрын

PS: you have to listen to the podcast to hear the full unabridged version.

Nick Colas is probably the most knowledgeable guest ever invited to the show.

Excellent show!! Thank you guys! I learned so much. Please bring Nick back again soon. Have a great weekend!

Top 5 show in History and you have set the bar is very high. Bring back Nick!

Listened to this on the Podcast. One of the most informative Podcasts I've heard of late covering so many financial topics. Just fantastic. Another 3 hours would have been fine with me! Thanks fella's...sharing this one with friends across the planet!

This episode is the best you guys ever did, so much valuable information insane. I wish Josh and Micheal let him talk and give his train of thought more. We could have done another hour of this. Nice one guys.

Really good show. Thanks again guys.

Nick was great but please give the guests a chance to answer the questions asked. The interruptions prevented him from speaking his points in detail.

Incredibly insightful, useful and smart content this week. In the top 5. Thanks dudes!!

The amount of knowledge being spread here is amazing. Great show!

Wow! This guy was so well composed, I was mesmerized the entire show.

one of the better episodes! bring this guy back!!

@fundyourhustle

2 жыл бұрын

PS: last week was a bit rough, let the guests talk more! we listen to TCAF for the guests not you two (even tho we love you) we listen to Tuesday and Wednesday for Josh and Michael. let guests talk more on TCAF, thought you guys did a great job this week. one of my fav episodes of TCAF to date.

Watching since before episode one. One of the best interviews yet. Thank ya'll.

Probably my favorite episode to date. Nick was an amazing guest and provided very interesting perspectives.

another excellent Friday episode... the EV talk was especially interesting. Thanks to everyone!!

@TheCompoundNews

2 жыл бұрын

Glad you enjoyed it!

This! Is the dopest episode I’ve seen on your show! I keep taking notes. Great questions and Nick Colas is a beast.

We studies electric cars in school and we concluded that if the demand is high enough, the electricity will rise with it also. Ppl don’t seems to see this. If gas prices can go up, so as the electricity. My professor said be careful what you wish for.

Great episode, I’m going to watch again and take notes.

Great work guys, most entertaining finance podcast by far, keep it up

Wow!! This episode took the crown for the most valuable episode in terms of useful content!

Thanks! Brilliant! Please have him back every week for a market recap!

Watched this episode twice, just like I always do. Fascinating discussion on inner workings of the market. Can't find these knowledgeable guests anywhere else. Josh Brown is extremely smart but very self-effacing. Great environment to learn that can make one a better investor.

Nick Colas was an amazing guest! this your best episode by far. thank you

Incredible interview. Keep them coming! Thanks for the great work.

I totally dig The Compound Crew. You got me hooked! Keep it up! Peace!

Nick's insights were incredible. Just outstanding...

Gonna need to re-listen to this. Brilliant.

Another awesome show!! Nick is amazing with his analysis and insight! Nice job guys!

I can hear Nick talk all day

EXCELLENT! Thanks again for everything you all do!

This was a great guest thanks again guys!

One of the best episodes I’ve ever watched, keep up the good work.

Great discussion guys. Loved the last part on EVs.

Nick has so many insights, have him on again!

Once again you guys hit it out of the park. Great guest,in a world of fog great to hear trading clarity on the Why.

Super insightful pod. Sharpest guy i've listened too in a long while.

like listening to my uncle down the bookey, always sound so smart lol

LOL," i just got bullish"...40 minutes later, "im bearish again" :D loved it

@TheCompoundNews

2 жыл бұрын

Glad you enjoyed!

Amazing listen. Great podcast guys.

Josh/Michael: By far, the best episode ever. What an incredible guest. What a brilliant man. This episode is like a Masters Class; so dense and packed with great information. Thank you.

@TheCompoundNews

2 жыл бұрын

Glad you enjoyed it!

Ty for having wheels on. This was great.

Best podcast. Keep killing it.

This is the podcast that got me to subscribe. Love the insight from Nick in this episode. I like how he clearly lays out the pseudo need for a recession. Just like any other person out there, when will it happen? This market definitely has us on our toes. Just went long some commodities today and was worried until I heard Nick talk about this current tech rip. Feel more at ease and guess what, VIX is back to 20 as of today..

Some statements on EV tech capabilities were not exactly accurate. That being said this was the best episode i’ve seen and would love to see Nick back.

@penname4764

2 жыл бұрын

No, range anxiety is the exact reason why we almost didn't get our Tesla. It turns out that it's almost never an issue. Also even when it hits 0 miles, EV's can go another 10 miles or so (As a safety buffer). So he was spot on about the range anxiety. Where he was wrong is the resale value. The resale value on our Tesla is the same price we bought it, if not more right now.

@paulsommerhalder9049

2 жыл бұрын

I thought the same thing. His "I need a Doctor" "safety of my family" was comical. A real Nissan Leaf range mentality there. Hey Grandpa, your ICE could run out of gas too, better stick with that horse and buggy😅

@HidingFromFate

2 жыл бұрын

@@penname4764 Your Tesla is 5 years old? Because that's what he was talking about, its value that far down the line.

@danrivito

2 жыл бұрын

Agreed 100% Best guest so far, but ironically he missed on EV. I'd rather have an EV for his medical story, because my vehicle would have been refueling in the garage before the emergency and I wouldn't have to hunt down a gas station. Also the misconception about charger availability... I'd argue we need half as many public ev chargers as we do gas stations. Majority of charging happens at home... just like our phones.

@paulsommerhalder9049

2 жыл бұрын

@@danrivito Your post reminded me of the days when venues proudly provided cellphone charging areas, all the cords sticking out for every available plug-in type. Don't see that anymore. Today, it's like....you can't afford a portable PowerBank or a cellphone that can last a day without charging? Go shopping.....

fantastic episode guys, great job on the 1's and 2's Duncan.

This was fantastic, Nick Colas was great, so much experiential, valuable information passed on. Definitely a top 5 compound and friends for me. Josh and Batnick are entertaining, witty and funny as always, and Batnick is hilarious, with his bearish to bullish to bearish - ness changing every 15 minutes. 😂

I am smarter after watching this. Thank you guys. Top 5 Compound and Friends, hands down.

@TheCompoundNews

2 жыл бұрын

Thanks Dom! We loved having Nick on!

I had the pleasure of working with Nick a couple of moons ago. He was great then…..how can it be he is even better. Well he is!

This was an amazing interview, thank you for putting this together

@TheCompoundNews

2 жыл бұрын

Glad you liked it!

Man, my head hurts. I am going to need to rewatch this 5 times and take notes to understand 50% of what you were talking about :-) Great show, I will enjoy each time I rewatch it.

@paulsommerhalder9049

2 жыл бұрын

Just tune-out at the end when the guest talks about EV's. He goes completely off the rails...sadly his EV faceplant casts doubt on everything else he's saying. A lecture on Moore's Law from a Wall Streeter....and I get all my medical advice from Bill Gates😂

A Amazing episode 👏👏👏 congrats to everyone

I watched this twice with all the good info. Thanks!

@TheCompoundNews

2 жыл бұрын

Glad you enjoyed it!

Thank you Nick - that was very informative

Best episode ever - just ordered an Ari Kiev book while watching - thanks guys!

@TheCompoundNews

2 жыл бұрын

Thanks for watching, I've got to pick that book up myself!