Andrew Kuhn and Geoff Gannon

Focused Compounding

Discover valuable resources and tools for investors, including insightful blog content and QuickFS for financial analysis. Connect with them on Twitter or via email.

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Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

E473 • 64 mins • Sep 26, 2025

Recent Episodes

Sep 26, 2025

Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates?

E473 • 64 mins

Sep 5, 2025

Ep 472. Moats in Commodities: Why Some Price Takers Win Big

E472 • 62 mins

Aug 29, 2025

Ep 471. Howard Marks’ Memo: The Calculus of Value

E471 • 44 mins

Aug 22, 2025

Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves

E470 • 62 mins

Aug 15, 2025

Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing

E469 • 95 mins

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