ive been looking at smci for a long time...and around 80-90 is already said something is going on here .... now im thinking ok. gpus change every 3-4 years. but they changes faster when they just started to make them. but now that they have enough experience to make bigger leaps, i dont think nvdia will grow that much, exept exept exept when they have a revenue on the software that other have to use inorder to make things work. that would make the hardware sold, a fix amount of predictable income. the next microsoft basicly... slow but steady growth over a longer period
The C&F is a must watch. You guys bring the 🔥 every week. Seeing Tony’s eyes go into killer mode when he started talking about the markets is gold, winners want to win. Appreciate hearing his and Jill’s insights.
Wow! I was just thinking this week and was going to message and say it is time to have Tony on again, especially in this economy, and bam there he is. Last time he was on was one of my favorite shows. Will be watching this over the weekwnd.
"I'm a nice gay girl from New York." Proceeds to tell story indicating that she's essentially not very nice at all. Then derides the cabbie's marketing ("alienate half the audience") which she proceeds to do. Tony--Outstanding as usual.
Amazing content as always! Always hard thinking about things for the long term. We are hard wired to be short sighted with instant gratification on everything these days.
Honestly Jill is such fire. I am glad this was just a good chat and not a ton of charts (no shots at JC). As one of the few non-financial people (indexing and pensioning) who watched I really just enjoy the great conversations all the compound shows produce. Thanks for sane talk in a somewhat turbulent world.
I had right rotator cuff surgery in 2014 at age 50 and left rotator cuff surgery this year at age 60. Different surgeons both times. They each had a rehabilitation program and referred you to physical therapists that would use their protocol. I did not have a problem either time with range of motion. Since his uncle did the surgery and is assumed competent I would guess he did not do his rehab.
Місяць тому+6
A closet? Michael!!! A closet?! He doesn’t even have a mud room?!
Great show …the problem with the stock market today is single stock risk the volatility is of the chart’s going forward I will not own any single stock ever …etfs only please with some cash on the side 😂😂😂
Josh, live a little! If you’re invited to a wedding, and it’s in South Africa, highly likely it will be in the Cape winelands and trust me when I say one visit here and you will be hooked! Worth the long ass flight, I kid you not 👌🏾
Congratulations lady, that was just called being a normal human in America for most of its history. This "everyone who disagrees with me is a danger to democracy/society/is a facist" thing is very new. Thanksgiving dinner with your Democrat/Republican family and getting along with your co-workers that don't share all your beliefs is a very normal thing, or at least it used to be. Still should be. Only very wealthy people from very wealthy families like hers can afford to live their lives in an echo chamber. Everyone else figures it out and gets along fine, or at least we used to. It's called America. The right to think and vote differently from one another is fundamental. Rich liberals can look down on the "ignorant country bumpkins" from their NYC penthouse, but they'd die within a month without all the food grown and livestock raised by the people in "flyover states" they look down on. Meanwhile, as much as I love the investing world, we all can and would continue to live if Wall Street disappeared tomorrow.
Yeah, not real impressed with her and she didn't have anything of interest to say. Can't say I'll tune in for her anymore, kind of a waste of time. But Tony was great.
Just hit $216k in my emergency fund, now I'm ready to dive into investments. I aim to avoid FOMO and look for dips to buy. Am I better off investing into Gold as it seems stocks are a little too unstable right now?
Accurate! asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
Still Green gains in the EV and AI sectors Today. Polestar 4 %.. Palantir 1 %..Xos Trucks 1%...Surf Air Mobility 6 % and more. Global Investors loading the Dips Mon.? NKLA.. Nikola.. VHAI.. Vocodia.. SoundHound...QS... Frey EV batteries and more? . Thumbs Up video/ comments. Thanks
Jill: the Uber driver anecdote proves to me what I already presumed. You , lady, are part of the solution. A net positive within our struggling society❤ Josh: I just finished the audible version of the book. Home run!!!!!
Disagree. She actually had to actively control herself so that she could be a decent human. An actual decent human does that naturally and doesn’t even think about someone’s shirt or hat that they wear.
@@TheCompoundNews Sequence of return risk is very real and there are absolutely bad times to invest. I would suggest this is one of those times... and would be happy to be proved wrong.
so brownie points for not screaming at at a taxi driver wearing a hat supporting his decision on who to vote for? this is the problem. if i'm voting for trump and my driver is wearing a kamala hat would i be triggered to yell at him/her? ummm, no. and i certainly would not look for credit for being a respectful human. smh
Terrible take on immigration and complete fallacy. Inflation is not labor wages going up, inflation is the government creation of money especially when it exceed the productive demand of the economy for money. By flooding the nation with immigrant they suppressed native workers demands and expectation for higher wages or more right to get a share of the increased money supply so that they could keep pace with inflation. It does business owners no favor spreading the lie that inflation comes from cost push. That is not inflation. Look at U6 Employment and native born unemployment. Also none of you asked yourself why homeless ness among natives is out of control.
Guys, look at the S&P monthly. There is negative divergence on the RSI that looks ominous beginning 2025. My call is that the Republicans that back Trump are going to throw as many monkey wrenches into the election process as possible and we won't have a definitive answer that isn't decided by court decisions. Volatility is going to remain high and we'll see the market with serious chop. If anything gets violent and out of hand we'll see serious declines across the board.
She's willing to pay more taxes? Cool - send in as much extra as you want. Be generous. Government wastes way too much money and is involved in way too many things. I don't want to give the government a penny more than I am required. A smaller, more efficient government is best.
Is there a real reason why you are promoting “Jill on the money”? Even as I try to give her the benefit of the doubt, she doesn’t add anything to the conversation.
This episode is sponsored by Themes ETFs. To learn more and access important risk disclosures, visit www.ThemesETFs.com.
ive been looking at smci for a long time...and around 80-90 is already said something is going on here ....
now im thinking ok. gpus change every 3-4 years. but they changes faster when they just started to make them. but now that they have enough experience to make bigger leaps, i dont think nvdia will grow that much, exept exept exept when they have a revenue on the software that other have to use inorder to make things work. that would make the hardware sold, a fix amount of predictable income. the next microsoft basicly... slow but steady growth over a longer period
Love Tony. He’s been a bit quiet for a while. Glad to see the returning champion on TCAF! 🏆🐐
Tony Dwyer is a good dude.
The C&F is a must watch. You guys bring the 🔥 every week. Seeing Tony’s eyes go into killer mode when he started talking about the markets is gold, winners want to win. Appreciate hearing his and Jill’s insights.
This is indeed the best finance podcast available. I appreciate it!
PLTR Palantir was added to the S&P 500 index tonight replacing American Airlines. DELL was readded to the index replacing ETSY. Yessss!!! Love PLTR.
Saw that after the bell 🔔, I’m not a holder of either but know there are in the audience, congrats.
Party On!🥳🥳✌️✌️✌️
Tony is a legend. Always insightful
Wow! I was just thinking this week and was going to message and say it is time to have Tony on again, especially in this economy, and bam there he is. Last time he was on was one of my favorite shows. Will be watching this over the weekwnd.
"I'm a nice gay girl from New York." Proceeds to tell story indicating that she's essentially not very nice at all. Then derides the cabbie's marketing ("alienate half the audience") which she proceeds to do.
Tony--Outstanding as usual.
Exactly on both points.
Could have gone without hearing her wicked voice.
Tony Dwyer is the best FULL STOP!!!
Thanks for the recommendation on "Knox Goes Away". Watched it tonight and it was a phenomenal movie. Great investing content, also!
More Tony and less bull
Lol nice timing on this one. At this pace we’ll be lucky to close the year positive
Props to Duncan for making sure that got left in.
“Who can you help?” - Love this!! It’s the whole reason I started down this career path.
Love Tony. Best combo of guests you can have!
Sounds like a true stockbroker salesman.
Super excited for this one!
Another great one and good luck to Tony!! 🙏🏻👌🏼
Love all of your podcasts, have helped a great deal
Will there be an audio version of Josh's book
Tony's such a stand up guy and brilliant financial mind!
Great show.
Yo Jill, cool bracelet! That is fashion babyyyyyy
Another great TCAF!
Just great content all the time. Thanks guys!
Another stellar episode! 🎉
🥳🥳✌️✌️Party On With $PLTR in the S&P and all My Compound Friends! 🥳🥳🥳🥳🥳✌️✌️✌️✌️✌️✌️✌️✌️
Amazing content as always! Always hard thinking about things for the long term. We are hard wired to be short sighted with instant gratification on everything these days.
One of my fave episodes ❤
Thanks!
The future , even immediate future can be different than the entire last 100 years
Honestly Jill is such fire. I am glad this was just a good chat and not a ton of charts (no shots at JC). As one of the few non-financial people (indexing and pensioning) who watched I really just enjoy the great conversations all the compound shows produce. Thanks for sane talk in a somewhat turbulent world.
Meh, didn't find her interesting.
I love this damn show...always good content
“what do you fly?” “Cirrus” “I don’t know anything about private jets” 😂😂❤
#1 Tampa fan 🙋🏼♂️ Can guarantee Jill’s Uber wasn’t a local unlucky draw lol
Maga hat in Tampa bay is an exceptional business decision 😂
I had right rotator cuff surgery in 2014 at age 50 and left rotator cuff surgery this year at age 60. Different surgeons both times. They each had a rehabilitation program and referred you to physical therapists that would use their protocol. I did not have a problem either time with range of motion. Since his uncle did the surgery and is assumed competent I would guess he did not do his rehab.
A closet? Michael!!! A closet?! He doesn’t even have a mud room?!
I don't wanna do showers or bachelorette parties again. After a few, you've been to them all. Lol
Great show …the problem with the stock market today is single stock risk the volatility is of the chart’s going forward I will not own any single stock ever …etfs only please with some cash on the side 😂😂😂
Another great show
I lost 50% in 08, then made up the lost and ended the year up 40%.😅
Awesome 👍😎
Just pictured Duncan hitting the clap button and the horn button and i lmaod
What is the name of the healthcare sas that was mentioned?
Let's goooooo
Josh, live a little! If you’re invited to a wedding, and it’s in South Africa, highly likely it will be in the Cape winelands and trust me when I say one visit here and you will be hooked! Worth the long ass flight, I kid you not 👌🏾
Theme song way better at two-times speed
She wants credit for being polite to someone with different politics?
She had to actively try to be a decent human being. lol… Tells me in her heart she’s not.
Congratulations lady, that was just called being a normal human in America for most of its history. This "everyone who disagrees with me is a danger to democracy/society/is a facist" thing is very new.
Thanksgiving dinner with your Democrat/Republican family and getting along with your co-workers that don't share all your beliefs is a very normal thing, or at least it used to be. Still should be.
Only very wealthy people from very wealthy families like hers can afford to live their lives in an echo chamber. Everyone else figures it out and gets along fine, or at least we used to. It's called America. The right to think and vote differently from one another is fundamental.
Rich liberals can look down on the "ignorant country bumpkins" from their NYC penthouse, but they'd die within a month without all the food grown and livestock raised by the people in "flyover states" they look down on.
Meanwhile, as much as I love the investing world, we all can and would continue to live if Wall Street disappeared tomorrow.
Yeah, not real impressed with her and she didn't have anything of interest to say. Can't say I'll tune in for her anymore, kind of a waste of time. But Tony was great.
Just hit $216k in my emergency fund, now I'm ready to dive into investments. I aim to avoid FOMO and look for dips to buy. Am I better off investing into Gold as it seems stocks are a little too unstable right now?
Accurate! asset allocation is crucial with an Experts guidance. I have 850k in equity, 300K cash earning 5.25 interest, 685k in 401k, 250k cash account, 120k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed overtime.
@@PauleAraiza That's incredible. Could you recommend who you work with? I really could use some help at this moment.
Victoria Louisa Saylor is the NY-based advisor I work with. Just search the name. You’d find necessary details to work with to set up an appointment.
Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.
Can anyone tell me what laptop stands are those?
#teambald 🎉 ❤
We play strictly 80s Joel sir
Please do not use your books for decor effect. Stack them up where we can read the titles. I watch listen to every podcast from the UK.
51:35 💯
Still Green gains in the EV and AI sectors Today. Polestar 4 %.. Palantir 1 %..Xos Trucks 1%...Surf Air Mobility 6 % and more. Global Investors loading the Dips Mon.? NKLA.. Nikola.. VHAI.. Vocodia.. SoundHound...QS... Frey EV batteries and more? . Thumbs Up video/ comments. Thanks
As if those companies are big enough for huge institutions to load into ex PLTR. Great names, but only for retail who manage their own money.
@@indianajones3315 Fintel has the number of shares/ percentage Institutions hold.
Interesting that they don't expound on the investing time period of 1929 to 1959. If that were to repeat today, their argument is poof.
First
I'm new here but are the two on the right (Josh) twin brothers?
Wish we could have heard more from Tony. Too much speaking by others including the other guest
In a few years, do another show on the weddings and report how many didn’t make it! 😂😂😂
Yeah, but there have been better times.
Jill: the Uber driver anecdote proves to me what I already presumed. You , lady, are part of the solution. A net positive within our struggling society❤
Josh: I just finished the audible version of the book. Home run!!!!!
Disagree. She actually had to actively control herself so that she could be a decent human. An actual decent human does that naturally and doesn’t even think about someone’s shirt or hat that they wear.
oy
what about 1929, 1968, 2000?
Is the stock market higher or lower today? - Josh
Right? It's a game of odds, not surety. But the odds favor optimists.
@@TheCompoundNews Sequence of return risk is very real and there are absolutely bad times to invest. I would suggest this is one of those times... and would be happy to be proved wrong.
I like Tony, but he made some aweful bearish calls a few years back.
so brownie points for not screaming at at a taxi driver wearing a hat supporting his decision on who to vote for? this is the problem. if i'm voting for trump and my driver is wearing a kamala hat would i be triggered to yell at him/her? ummm, no. and i certainly would not look for credit for being a respectful human. smh
I've listened to 156 episodes of this f****** show? 😂
It’s sad she feels good about herself for not being a jerk to someone for the clothes they wear. That’s just basic humanity.
41:26 🫡
Terrible take on immigration and complete fallacy. Inflation is not labor wages going up, inflation is the government creation of money especially when it exceed the productive demand of the economy for money. By flooding the nation with immigrant they suppressed native workers demands and expectation for higher wages or more right to get a share of the increased money supply so that they could keep pace with inflation. It does business owners no favor spreading the lie that inflation comes from cost push. That is not inflation. Look at U6 Employment and native born unemployment. Also none of you asked yourself why homeless ness among natives is out of control.
richard linklater is a legend but Hitman sucked
Guys, look at the S&P monthly. There is negative divergence on the RSI that looks ominous beginning 2025. My call is that the Republicans that back Trump are going to throw as many monkey wrenches into the election process as possible and we won't have a definitive answer that isn't decided by court decisions. Volatility is going to remain high and we'll see the market with serious chop. If anything gets violent and out of hand we'll see serious declines across the board.
Harris 2024. Trump is going to get blown away.
Hell yea! Jill’s on.
Jill is the absolute best!
She's willing to pay more taxes? Cool - send in as much extra as you want. Be generous. Government wastes way too much money and is involved in way too many things. I don't want to give the government a penny more than I am required. A smaller, more efficient government is best.
Is there a real reason why you are promoting “Jill on the money”? Even as I try to give her the benefit of the doubt, she doesn’t add anything to the conversation.
not many people know but he is the father of David Spade
Gist: HODL. Save your time