00:00 Intro
1:37 What to Do If You're Worried About Inflation and High Asset Prices
4:00 Productivity from AI
9:57 Will Cash Outperform Stocks Going Forward?
15:22 The Magnificent Seven
18:30 Yield Curve Inversion
23:16 Understanding Duration
30:11 What Should an Investor Do Today?

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Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd.


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