The Compound and Friends

The Compound
undefined
Mar 15, 2024 • 1h 37min

Inflation in Plain English

In this podcast, they talk about inflation, the Fed, stock market bubbles, Tesla, short sellers, international stocks, banning TikTok, and more. They discuss the impact of Federal Reserve actions, market dynamics past and present, and investment opportunities in Asian markets. They also explore hybrid cars' surprising influence on Tesla and the EV market, share stock picks, and recommend favorite movies and TV shows.
undefined
Mar 12, 2024 • 1h 47min

Finding the next Mag 7 stocks, Europe rallying with Drew Dickson

Explore the rally in European stocks with Drew Dickson. Dive into inflation concerns, Mag 7 stocks, and the impact of market dynamics on stock performance. Discover insights on chip demand, investment strategies, and potential ETF creation. Analyze stock trends, Hershey and Bristol Myers purchases, and eBay's market evolution.
undefined
18 snips
Mar 8, 2024 • 1h 27min

Will It End Badly?

Topics discussed include top ETFs for market conditions, future of Nvidia, money market funds, VIX impact on returns, small caps, market highs, restaurant experiences, shifting interest rates, market sectors, ETF trading trends, martial arts influence on ETF industry, thematic investing, lobbying impact on global markets, and pop culture references.
undefined
13 snips
Mar 5, 2024 • 1h 42min

No Worries with Jared Dillian, Josh pitches IMAX, private credit worries

Topics include simplifying financial life with Jared Dillian's book, IPOs, private credit, market bubbles, HBO's password crackdown, gold in portfolios, cybersecurity investments, crypto trends, private company valuations, unethical behavior in private credit, streaming service challenges, market analysis, IMAX movie experience revolution
undefined
Mar 1, 2024 • 1h 37min

Warren Buffett’s Margin of Safety

Topics discussed include Warren Buffett's communication style, corporate governance, ESG considerations, capital allocation strategies, philanthropic donations, the future of Buffett's annual meeting, and the evolution of leadership and shareholder activism.
undefined
4 snips
Feb 28, 2024 • 1h 46min

Eli Manning comes by to talk investing, should you buy the Reddit IPO, Warren Buffett's new letter

Former New York Giants quarterback Eli Manning talks investing with BVG, Warren Buffett's annual letter is discussed, Reddit IPO, Berkshire's performance, tech stock insights, ARM Holdings' debut, entertainment industry struggles, and a mystery chart analysis.
undefined
5 snips
Feb 23, 2024 • 1h 32min

The One With Ryan Detrick

The podcast discusses bullish signals, small caps, the odds of a third bear market in 5 years, Nvidia, election year data, tech integration in traditional sectors, market analysis, small caps performance, market trends, market sentiments, live stream events, favorite TV shows, and diverse topics.
undefined
11 snips
Feb 20, 2024 • 1h 20min

Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story

The podcast discusses insights from earnings season, correlations between stocks and bonds, Super Micro Computer phenomenon, Nvidia earnings, market pullbacks, inflation, Wawa story, and more
undefined
24 snips
Feb 16, 2024 • 1h 22min

The Magnificent 7 Is a Bubble

Financial expert Richard Bernstein joins Michael Batnick and Downtown Josh Brown to discuss the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and more!
undefined
5 snips
Feb 14, 2024 • 1h 2min

They don't usually ring a bell at the top, but...

The hosts discuss topics such as bankruptcy disappearance, buybacks, earnings season update, bond market reaction to CPI report, silliness in growth companies, and Nasdaq stocks. They explore irony, introduce Crain Sharers' Defined Outcome ETFs, and discuss trade-offs in investments, market reaction to inflation data, seeking trillions for chips and AI, US bankruptcy filings, YouTube's revenue sharing, cashback rewards, stock performance, and gratitude to the team.

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