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Ask The Compound

Welcome to Ask The Compound, the weekly show where Ben Carlson, Duncan Hill, and a rotating cast of

Episodes

Total: 305

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests

Structural or Transitory?

2021/11/24

"Prices have risen in many areas, and the question is whether the annualized rate of increase will s

Who Is Quitting and Why?

2021/11/22

"Instead of gradually raising the minimum wage over time nationally, first to $10, then $12, and put

Long Time Coming

2021/11/19

"The current state of affairs has been a long time coming. Our instinct is to do something (anything

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests

How We Experience Time

2021/11/12

"Day after day, an endless firehose of news and punditry and data and noise. All of which, not coinc

"Said differently: Supply chain price increases tend to be temporary, but productivity gains stick a

Joshua Brown and Ben Carlson were joined on a special edition of Live From The Compound by Ed Yarden

"It is truly astonishing how many of the things we take for granted are simply untrue. Much of our i

Stagflation LOL

2021/11/3

"I am genuinely perplexed every time I hear someone compare the current circumstances of employment

"The Zeitgeist passes, but the shrieking headlines remain. Is it any wonder that investors can get c

Risking, Fast and Slow

2021/10/28

"The simplest analogy to differentiate between fast risk and slow risk is heroin vs. cigarettes. Her

"I am not blasé about inflation risks, and I can see where reasonable people can disagree. But on ba

"These days, the labor market is even more unusually dynamic than typical. It is not an exaggeration

Gradually, Then Suddenly

2021/10/4

"You probably have not realized we are in a golden age of innovation for investors and financial tra

One-Sided Markets

2021/10/1

"A one-sided market leads people to engage in increasingly risky behavior (rather than throttling ba

"A snapshot of the economy at any given moment reveals billions of transactions, each with endless d

What If Things Go Right?

2021/9/24

"There are plenty of worst-case scenarios to consider if that is your preferred poison. Evolution ha

"The good thing is no one has life completely figured out. There are workaholics who have miserable