Only Tesla and Toyota will Survive | TCAF 108

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  • @TheCompoundNews
    @TheCompoundNews  Рік тому +8

    Thanks to GraniteShares for sponsoring this episode. Visit www.Graniteshares.com to learn more about their single stock ETFs.

    • @ZelenoJabko
      @ZelenoJabko Рік тому

      Oh look how convenient. The only two car companies that are going to survive are American 🇺🇸

  • @endlessawareness
    @endlessawareness Рік тому +68

    Nick is my favorite guest by far. Calm, level-headed and full of knowledge!

    • @TansuTansu2
      @TansuTansu2 Рік тому +3

      The only guest that Batnick does not interrupt.

  • @blueXtwoplustwo
    @blueXtwoplustwo Рік тому +68

    Nick Colas is No. 1 guest in TC&F!
    no one provides better and clearer market insights and deliver wise advices than Nick does.

  • @RayMaxwell-bg1dn
    @RayMaxwell-bg1dn Рік тому +28

    Josh and Michael are the best hosts of a financial podcast hands down. Nick Colas is the smartest guest they have had on the show. Bravo! Keep up the amazing work!!

  • @jordanrodd1247
    @jordanrodd1247 Рік тому +54

    I immediately tune in every time I see Nick Colas on the podcast

  • @Lanark83
    @Lanark83 Рік тому +21

    Nick really is the OG of your regular guests. A cut above!

  • @dawnpatrol12
    @dawnpatrol12 Рік тому +9

    Nick is my favorite guest that you've had. I've forwarded this (and his past interview) to others as reason to watch the compound. Realize you can't have him every time, but it's a treat.

  • @apothe6
    @apothe6 Рік тому +10

    Nick is absolutely one of your best guests. I think he speaks to the viewer with his level headed but big picture vision.

  • @GG-xj7tr
    @GG-xj7tr Рік тому +18

    You guys have lots of great guests, but I think Nick is the best. Guy is a tremendous listen

  • @ImpatientTheist
    @ImpatientTheist Рік тому +50

    Every Friday is like Christmas when The Compound and Friends is on.

    • @adijhamb528
      @adijhamb528 Рік тому +5

      this is so true

    • @michaelmiddleton3311
      @michaelmiddleton3311 Рік тому

      Why?! Because they shoot your eye out?!

    • @ImpatientTheist
      @ImpatientTheist Рік тому

      @@michaelmiddleton3311 No. No eye lost yet. Josh doesn’t reveal who the guest is ahead of the show air date so its always a surprise. Josh Brown is Santa Claus. 🎅

    • @cliffpeebles9705
      @cliffpeebles9705 Рік тому +1

      Mike Waller! 🎉

    • @ImpatientTheist
      @ImpatientTheist Рік тому

      @@cliffpeebles9705 The Cliff Master!Did you change your tag name?

  • @Ryan_Tinney
    @Ryan_Tinney Рік тому +25

    Guys, you out did yourself on this one. Nick is definitely one of the best guests possible. Brilliant show. Thank you so much.

  • @marditoon1128
    @marditoon1128 Рік тому +7

    For those that missed the book recommendations. The 1st one was the Price of time by Edward Chancellor and the 2nd one is A history of Interest rates by Sidney Homer and Richard Sylla

    • @tom8255
      @tom8255 Рік тому

      Need a consolidated list of his recs….i know one was The Silk Roads by Peter Frankopan, anyone recall any others?

  • @c.white86
    @c.white86 Рік тому +6

    Nick is by far my favorite guest on TCAF, thanks for having him back again!

  • @ncsparrow69
    @ncsparrow69 Рік тому +12

    Haven’t even started the episode, but Nick is on. Instant like. Now to sit back and enjoy…

  • @warrenz597
    @warrenz597 Рік тому +9

    Just one of the best guests ever. I feel my brain physically expanding when he talks.

  • @Brennan-34
    @Brennan-34 Рік тому +18

    Been waiting for Nick to be back! Far too long 🎉

  • @ryan_454
    @ryan_454 Рік тому +7

    A consistently great guest. Love when this guy is on, and looking forward to him putting out more of his own content.

  • @Ryan_Tinney
    @Ryan_Tinney Рік тому +10

    Thumbs up just for seeing Nick!

  • @adamhopkinson7299
    @adamhopkinson7299 Рік тому +19

    Colas is the guy. Glad he's back!

  • @yarajes
    @yarajes Рік тому +7

    Best financial podcast of 2023

  • @koz4138
    @koz4138 Рік тому +1

    Nick Colas is superb!! Markets are not all about valuations but also about identifying and understanding new emerging trends, both positive and negative. Nick does this so well. Looking forward to hearing him again.

  • @itsarchi5968
    @itsarchi5968 Рік тому +5

    The legend is back 🎉. Nick needs his own podcast.

  • @Motivational_Flavio
    @Motivational_Flavio Рік тому +7

    Haven't watched in months but if Nick comes in I'll definitely tune in ❤

  • @domgroenveld792
    @domgroenveld792 Рік тому +13

    Top Five guest, period. Nick is awesome! Glad to see him back.

  • @patosborne3924
    @patosborne3924 Рік тому +17

    Nick is the perfect guest for now!

  • @cedariuswilliams2437
    @cedariuswilliams2437 Рік тому +7

    What a great guest. Love his market insights and really enjoyed his convos on Cohen.

  • @YesWeCan-u9i
    @YesWeCan-u9i Рік тому +8

    One of the best shows on your channel. Two thumbs up.

  • @kingghidorah4191
    @kingghidorah4191 Рік тому +5

    This guy needs to be on much more often. Fantastic guest

  • @donnyball
    @donnyball Рік тому +12

    Colas is the best. Always a great interview.

  • @andrew_91
    @andrew_91 Рік тому +6

    Nick is absolute class. Get him on more frequently

  • @cliffpeebles9705
    @cliffpeebles9705 Рік тому +1

    Consolidation in the auto industry is overdue. Especially since ever vehicle is a SUV or truck, and they all look the same. Great show as always. There is a reason Nick Colas is a fan favorite.

  • @PeterRay-c7d
    @PeterRay-c7d Рік тому +2

    The DataTrek morning brief is a must have!

  • @Bill-cy2cy
    @Bill-cy2cy Рік тому +10

    Berkshire trimmed BYD, still holding majority of their position. Tesla’s future is remarkably bright.

  • @kosi42
    @kosi42 Рік тому +4

    Nick Colas!!! hype! get him in at least once every quarter.
    (just started reading The Price of Time because of this episode)

  • @Tobt-r6j
    @Tobt-r6j Рік тому +7

    After two weeks of humble intelligent guests we were overdue for an episode like this.

  • @oghowie
    @oghowie Рік тому +2

    Nick is definitely my favorite guest.

  • @pauldugoni1163
    @pauldugoni1163 Рік тому +5

    Great show! Always enjoy hearing your conversations with Nick.

  • @Peartree1765
    @Peartree1765 Рік тому +7

    One of the most spectacular podcasts!

  • @michaelmiddleton3311
    @michaelmiddleton3311 Рік тому +4

    Your best guest ever is back. Niiiiiiiiiiiick!!!!!!!

  • @jasonwolcott88
    @jasonwolcott88 Рік тому +3

    This was amazing. Always feel smarter after the Friday C&Fs and especially with Nick on. Can't wait to forget everything over the weekend and make some more market mistakes on Monday. Here's to tryin though 🤣

  • @chrisfort5276
    @chrisfort5276 Рік тому +6

    Colas is the Great One

  • @WallStMario
    @WallStMario Рік тому +4

    The best guest hands down

  • @seanharrington4768
    @seanharrington4768 Рік тому +1

    By far the BEST guest year after year-- Nick is like a futurist !!!!

  • @babavoss91
    @babavoss91 Рік тому +3

    Great episode! Nick gets you thinking every time.

  • @volfan2053
    @volfan2053 Рік тому +4

    Fantastic guest, him and Belski are the best in my opinion

    • @kimappreciateslife
      @kimappreciateslife Рік тому

      So many terrific guests, but Nick Colas is my fave! I feel so much more enlightened now. Gonna watch this one twice.

  • @octrazr68
    @octrazr68 Рік тому +7

    Great guest! 🔝

  • @loucenn.4267
    @loucenn.4267 Рік тому +2

    One of the top 3 shows. Nick is great!! Thanks, guys!! Have a good show. Maybe I will see you in my hood. Huntington Beach.

  • @Bredican1
    @Bredican1 Рік тому +1

    OMG that has to be for me one of the best guests/shows to date. I got so much out of that pod cast thanks Nick and the Compound team. Wishing you all the best for Future Proof hope you have a blast. 😊

  • @jacobhodson4553
    @jacobhodson4553 Рік тому +8

    The best part of Fridays

  • @rapidsk8
    @rapidsk8 Рік тому +2

    Nick Colas all day

  • @IkechiGriffith
    @IkechiGriffith Рік тому +5

    One of the dopest episodes ever

  • @gailsy1
    @gailsy1 Рік тому +5

    Nick Colas is deep and wise and a gentleman and scholar.❤

  • @FEDD
    @FEDD Рік тому +5

    One of the best guests I've listened to.
    Don't agree with only two car companies surviving though.

  • @gk-ez9xu
    @gk-ez9xu Рік тому +2

    Nick was awesome. Left me wanting to hear more. Thanks

  • @alecupchurch5749
    @alecupchurch5749 Рік тому +2

    The man, the myth, the legend Mr. Colas!

  • @tbone8737
    @tbone8737 Рік тому +1

    The Compound is THEE best investment podcast out there. Love Josh and Michael.

  • @herrenhajji
    @herrenhajji Рік тому +4

    Great question about international diversification from JB. Colas always a class act guess.

  • @S1rrus
    @S1rrus Рік тому +2

    Wow that auto-segment was BRUTAL! I don't see how the traditional OEM C-suite would be sleeping soundly after watching this. No wonder you bring Nick around Halloween season 😅

  • @carolinaguy85
    @carolinaguy85 Рік тому +3

    Cold open for 12 mins - solid

  • @Mawesome111
    @Mawesome111 Рік тому +2

    This is as epic as The Dark Knight trilogy! Nick Colas is my favorite guest on TCAF!

  • @FranksWorld1
    @FranksWorld1 Рік тому +2

    This guy is a great guest on your show… nice job all!

  • @steplaland
    @steplaland Рік тому +6

    Can you introduce the guest, do a recap of their prediction the last time they were on so I can decide to listen to the rest of show or not.

  • @billnipp
    @billnipp Рік тому +2

    Josh Brown is my number one guy on the Halftime report!

  • @3quarter
    @3quarter Рік тому +2

    Always above amazing show with Nick!

  • @wnow8987
    @wnow8987 Рік тому +2

    One of the best guest!

  • @fundyourhustle
    @fundyourhustle Рік тому +3

    Nick is the best 🎉

  • @billbahr5719
    @billbahr5719 Рік тому +2

    Great Guest and Show once again.

  • @ChrisPinotti
    @ChrisPinotti Рік тому +2

    Nick is back!

  • @indermann9523
    @indermann9523 Рік тому +5

    Such a good episode, as always

  • @benseal1111
    @benseal1111 Рік тому +2

    Great show guys. Nick is a fantastic guest, really knowledgeable good to listen to 👍

  • @SoDakJason
    @SoDakJason Рік тому +1

    Nick is a great guest. A little disturbed by the "there will only be 2 auto companies" but the fact that Ford and GM apparently don't make cars anymore is why I ended up getting a Toyota this spring (I didn't want a truck or SUV)

  • @Stussy..
    @Stussy.. Рік тому +1

    Best spent hour of my year.

  • @mark4ppl
    @mark4ppl Рік тому +1

    1:26:07 amazing interview. Thanks!

  • @george6977
    @george6977 Рік тому +3

    Replace lost airpods every 3 months 😮 ; that's a good reason to stick to earphones.

  • @christophercavalcanti4623
    @christophercavalcanti4623 Рік тому +3

    Nick is a great guest

  • @marckramerdc
    @marckramerdc Рік тому +2

    The Price of Time by Edward Chancellor, on it! Thanks guys! Great show per usual. 👏🏼

  • @MensStreetStyle
    @MensStreetStyle 7 місяців тому +1

    Cannot believe this video has only 62k views!

  • @SunflowerSmile
    @SunflowerSmile Рік тому +1

    BEST INTRO MUSIC AND GRACHPICS! A+

  • @DF-dz4nu
    @DF-dz4nu Рік тому +1

    Love Nick Colas!

  • @michaelsumma
    @michaelsumma Рік тому +2

    Incredible show !

  • @Michael-tz7tj
    @Michael-tz7tj Рік тому +2

    Stellar show. Thanks so much.

  • @CDESHMUKH13
    @CDESHMUKH13 Рік тому +1

    What a great episode… Nick is the best … you shd have him more frequently !! Karen finerman and Anastasia amarosso would be great candidate for the show too !!

  • @anothername2730
    @anothername2730 Рік тому +2

    Top tier episode!!

  • @topboychris104
    @topboychris104 Рік тому +2

    Its a camera , the only reason to upgrade a "phone" is if you think the camera is considerably better, they are pretty damn good nowadays

  • @jwm702
    @jwm702 Рік тому +5

    I love Nicholas ❤❤❤

  • @peterbarby6407
    @peterbarby6407 Рік тому +2

    Another great show - such great insights!

  • @uygard3796
    @uygard3796 Рік тому +2

    Very good episode 👏

  • @imovie111
    @imovie111 Рік тому +2

    Great show!

  • @belovedhabeeb549
    @belovedhabeeb549 Рік тому +1

    Y’all got a great show! Bring Ian Dunlap and Jc back for the new year

  • @scmah174
    @scmah174 Рік тому +2

    Great show

  • @kimappreciateslife
    @kimappreciateslife Рік тому +2

    The Best! Thanks guys! 🙌🙌🙌🙌🙌🙌🙌

  • @jasonroth4055
    @jasonroth4055 Рік тому +4

    opens UA-cam, sees Nick Colas is the TCAF guest.
    "Welp, time to tuck into the year's best episode...."

  • @rainerluthershelley5131
    @rainerluthershelley5131 Рік тому +2

    Really good show 👏

  • @detroitbadboy9802
    @detroitbadboy9802 Рік тому +1

    Truly brilliant guy

  • @77GuyAussie
    @77GuyAussie Рік тому +1

    So good. Thanks guys.

  • @irmazandl
    @irmazandl Рік тому +3

    LOVE the pre-chat on the podcast. Don't think anybody else does it.

  • @farzad_tahamtani
    @farzad_tahamtani Рік тому +1

    One of the best episodes ever 🔥

  • @digilifepro
    @digilifepro Рік тому

    Nick is the most quotable analyst I know. I'm constantly pausing the vid to jot down these little nuggets he casually drops. The very first banger like 6 mo ago i heard was "The Fed Put is not a level. The Fed Put is the VIX."
    This ep had "Correlations are what define a healthy Bull Market. When correlations are low, Volatility is low."
    Tbh, I steal a few and whenever market chatter comes up during happy hour or something IRL I'll sneak a few Colas_Quotes©®™ in the convo and sound like a guru. Ppl will be like: "Ah, yes, that's quite an insight sir!"
    "Oh thank you, you're too kind. But like I always say: 'I don't write the insights- the market does! just gotta know where to look. :cough:nickcolas:cough:'"
    "What was that sir?"
    "Oh nothing, just clearing my throat"
    Works every time. Sorry Nick! But also thanks! 😂

  • @mickeymcintire7621
    @mickeymcintire7621 Рік тому +1

    Glad I'm long T. All in. Great interview.

  • @michaelashe5265
    @michaelashe5265 Рік тому +1

    That Tesla chart at 46:12 is insane