Podcast transcript analysis

The Compound and Friends

A visual index of when “bubble” enters the conversation, which episodes return to it most, and whether audience or market conditions move with the signal.

Episodes269
Episodes mentioning bubble152
Total mentions633
Median mentions when present2

Mentions of the word “Bubble” during episodes

Episode-level frequency, timing, and persistence.

Mentions by episode

Mentions by episode

When bubble first enters the episode

When bubble first enters the episode

Mentions and comments

Mentions and comments

Mentions and likes

Mentions and likes

Mentions and views

Mentions and views

Prior one-month market return

Prior one-month market return

Prior one-quarter market return

Prior one-quarter market return

Prior one-week market return

Prior one-week market return

Mentions after quarterly market regimes

Mentions after quarterly market regimes

Top episodes by bubble mentions

Top episodes by bubble mentions

Weekly bubble intensity

Weekly bubble intensity

Top episodes

Ranked by whole-word transcript mentions.

Date Episode Bubble mentions Views Likes Comments
2023-09-22 The Bubble Hasn't Burst Yet | TCAF 110 29 242408.0 4168.0 539.0
2026-01-23 Stop Ruining My Perfectly Good Bear Market | TCAF 226 22 64952.0 1639.0 447.0
2026-04-17 Why Bubble Talk is Totally Wrong | TCAF 238 22 96117.0 2949.0 530.0
2026-06-26 Too Early to Get Off the Wave | TCAF 248 22 50388.0 1224.0 161.0
2024-11-22 Old Man Yells at the Cloud | TCAF 167 16 62526.0 1271.0 148.0
2026-05-29 What if It's Still Early? | TCAF 244 16 75326.0 2014.0 277.0
2026-01-16 These Are the Stocks to Buy In 2026 | TCAF 225 15 100142.0 2901.0 400.0
2024-02-16 The Magnificent 7 Is a Bubble | TCAF 130 13 64907.0 1612.0 205.0
2025-01-03 Why Brian Wesbury is Bearish on 2025 | TCAF 172 13 48483.0 1165.0 407.0
2025-03-14 The Bubble is Bursting | TCAF 182 12 75123.0 1669.0 256.0
2025-11-28 Why oil could be next year’s gold | TCAF 219 12 61532.0 1341.0 159.0
2025-10-31 What Did the Fed Actually Say? | TCAF 215 11 38007.0 1013.0 136.0
2023-12-01 It Turns Out the Fed Doesn’t Matter I TCAF 120 10 5416.0 184.0 15.0
2023-12-02 It Turns Out the Fed Doesn’t Matter | TCAF 120 10 38750.0 933.0 132.0
2024-02-24 Why the Stock Market Will Keep Rallying in 2024 | TCAF 131 10 60044.0 1519.0 184.0

Market inputs use the supplied ESUSD daily series as an S&P 500 futures proxy. Associations are descriptive, not causal.