Charlie Bilello, Founder and CEO of Compound Capital Advisors, Joins Me on Panic with Friends to Discuss Inflation and Irrational Exuberance (EP.152)

Everyone here knows Charlie by now.

He manages my investments and runs Compound Capital and RIA I started with him last year.

I had him back on the podcast finally (he was very calm and correct when we chatted back during the panic in March, 2020 – just my second podcast of the series ) to catch up on the markets.

You can listen to the new podcast here on Spotify or Apple.

You can read more about the episode by scrolling down.

Guest: Charlie Bilello

Profile: Founder and CEO of Compound Capital Advisors

Where to Find Him: Twitter

What’s the Panic About:

My good friend Charlie Bilello is back for his second episode of Panic with Friends. He originally came on way back for episode two of our show and offered insights on the markets during peak COVID panic. If you go back and listen, you’ll see Charlie actually got a lot right. So now I figured it would be a good time to check back in with him as we make our way out of the COVID panic. Charlie has over a decade of experience as an analyst, lawyer, CPA, and overall nerd about the markets and money. But he’s more than just my crazy smart friend, I’ve also partnered with Charlie at his company Compound Capital Advisors. There, he oversees all facets of the firm, from research, to portfolio management, to product development, to content creation, to investor relationships. In this episode, we talk about inflation, the markets, crypto, shifts in trends, SPACs, irrational exuberance, bonds, the next generation of investors, and more. Enjoy!

The Takeaway:

The American consumer has never been in a better position than they are now. Asset allocation – for most people – does have a place in everyone’s portfolio. Nothing works consistently forever.

I also recommend checking out Compound Capital Advisors’ newsletter to stay up-to-date on their latest insights.

Favorite Quote:

“When you have a high risk appetite this high, it’s not a bad thing to lower your expectations. Don’t go crazy.”

“The digital great white shark is still Bitcoin. It’s not going away.”

PS – I am now doing one ‘Panic With Friends’ podcast per week. Thanks for listening and make sure you subscribe over on Spotify or Apple.