The Compound and Friends cover image

Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic

The Compound and Friends

00:00

Worries About Financials

Michael expresses concerns about financial stocks amid private credit stress and downgraded outlooks from strategists.

Play episode from 26:41
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app