Compunding Conversations with Ryne & Trevor

Compounding Conversations
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Compounding Conversations is a show about getting a little better at investing, one conversation at a time. Ryne and Trevor discuss the evergreen ideas that go beyond the short term headlines. These conversations are for long-term investors who would rather own great businesses than trade them. Ryne is an accountant with a CPA certification, previously working with PricewaterhouseCooper (PwC). He is now working on the investment side with a Private Equity firm. Trevor is a practicing physician and the author of The Pursuit of Compounding focusing on everlasting ideas and doing deep-dive research on high-quality businesses. This podcast is for informational and educational purposes only and does not constitute investment, financial, legal or tax advice, or a recommendation to buy or sell any security. The hosts are not registered investment advisers. Opinions expressed are the hosts' own as of the recording date and may change without notice. The hosts may hold positions in the securities discussed. Past performance is not indicative of future results. Do your own research and consult a licensed professional before making any investment decision.

Episodes

  1. Oct 10

    Ep 01: Why "Risk-Free" Isn't Free: Bond Yields, Inflation, and Hard Assets

    Welcome to Episode 1 of Compounding Conversations, a biweekly podcast dedicated to evergreen investment frameworks, business analysis, and the art of getting 1% better every day. 📈 In our premiere episode, we unpack the recent surge in bond markets and explore what climbing yields mean for fundamental equity investors. With 10-year and 30-year US Treasury yields hovering around 25-year highs, we question whether government bonds are truly "risk-free" when factoring in persistent inflation and the permanent loss of purchasing power. We also examine how different business models absorb inflationary pressure—contrasting asset-light software with capital-intensive industries—and discuss why Warren Buffett and Berkshire Hathaway have recently taken substantial stakes in US homebuilders. Finally, we close by discussing how interest rates interact with equity valuation, and the different ways equity investors can implement discount rates. Chapters 00:00 Introduction to interest rates and market impact 05:19 Climbing treasury yields and market confidence 11:22 Asset allocation and long-term investment strategies 23:55 Market valuation: PE ratios and earnings yields 32:28 Discount rate methodologies: WACC, fixed, and sliding scale 41:27 Trade-offs in valuation approaches and macro considerations 48:49 Key takeaways for investors in a rising rate environment 50:25 Closing remarks and educational disclaimer Articles & Resources Mentioned: Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and in Life by William Green The Pursuit of Compounding Substack Copart: The Real Estate King of the Junkyard Beyond The Discount: Five Margins of Safety That Aren't Price Connect With Us Subscribe to the podcast on Spotify, Apple Podcasts, Substack, and YouTube to catch every biweekly conversation. Disclaimer: This podcast is for informational and educational purposes only and does not constitute investment, financial, legal or tax advice, or a recommendation to buy or sell any security. The hosts are not registered investment advisers. Opinions expressed are the hosts' own as of the recording date and may change without notice. The hosts may hold positions in the securities discussed. Past performance is not indicative of future results. Do your own research and consult a licensed professional before making any investment decision.

  • 1 Episode

About

Compounding Conversations is a show about getting a little better at investing, one conversation at a time. Ryne and Trevor discuss the evergreen ideas that go beyond the short term headlines. These conversations are for long-term investors who would rather own great businesses than trade them. Ryne is an accountant with a CPA certification, previously working with PricewaterhouseCooper (PwC). He is now working on the investment side with a Private Equity firm. Trevor is a practicing physician and the author of The Pursuit of Compounding focusing on everlasting ideas and doing deep-dive research on high-quality businesses. This podcast is for informational and educational purposes only and does not constitute investment, financial, legal or tax advice, or a recommendation to buy or sell any security. The hosts are not registered investment advisers. Opinions expressed are the hosts' own as of the recording date and may change without notice. The hosts may hold positions in the securities discussed. Past performance is not indicative of future results. Do your own research and consult a licensed professional before making any investment decision.

Information

  • Creator
    Compounding Conversations
  • Years Active
    2026
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © 2026 Compounding Conversations