The Compound and Friends

Topics discussed in this podcast include antitrust and mag 7 stocks, federal debt, chip supply chains, the 2024 election, Covid lockdown ramifications, weight loss drugs, and more.

Tech analyst Dan Ives and journalist Alex Kantrowitz discuss the meltdown of SNAP, Disney earnings, and breakdowns of big tech companies like Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon.

Prof. Jeffrey Sonnenfeld discusses the shareholder fight for Disney and the upcoming proxy vote. Topics include CEO succession, Nelson Peltz's activist involvement, challenges of addressing social issues in business, and Disney's potential turnaround through cost-cutting measures.

Warren Pies discusses stocks after all-time highs, the Fed, MMT, election year markets, Mark Zuckerberg as a doomsday prepper, iShares Bitcoin Trust, and more!

Dan Toomey, a finance humorist and podcast host, discusses how he creates funny content in finance and the traits of Gen Z. They also touch on topics like reliable news sources, career paths, and the challenges of remote work. The podcast covers market reactions to earnings, Apple's AI game, and the risks in China's property sector.

Neil Dutta, an expert in economics and finance, joins Michael Batnick and Downtown Josh Brown in episode 127 of The Compound and Friends. They discuss the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and more! They also explore the potential changes in global markets and the impact on large cap tech companies. Additionally, they delve into social media management, consumer behavior, and the correlation between consumer sentiment and election outcomes.

The podcast discusses Apple's Vision Pro, Netflix's acquisition of WWE Raw, and the concept of all-time highs. They explore market behavior, the broadening out of the market rally, and the unpredictability of the National Association of Active Investment Managers' exposure index. They also analyze Silicon Valley's investments and their implications for the future of technology.

In this podcast, the speakers cover a range of interesting topics including economic conditions, the 2024 market outlook, earnings growth, the impact of interest rates on the wealth effect, absurd prices for orange juice, the relationship between interest rates and multiples for growth stocks, and the impact of buybacks on value stocks. They also share their thoughts on Fargo season and ask for opinions on True Detective.

Bitwise CIO, Matt Hougan, shares insights on the Bitcoin ETF approval process. Topics discussed include despised Nasdaq stocks, financial earnings reports, the evolution of Bitwise Asset Management, the labeling and perception of cryptocurrencies, marketing strategies for Bitcoin ETFs, Grayscale's financial struggles, comparisons between Bitcoin ETFs and brokerage accounts, increasing disagreement among forecasters for 10-year interest rates, AI device R1 and Vision Pro, Apple's new product, profitability of buying more AMD stock, and analyzing the spike in VIX and its impact on stock volatility.

Dan Ives, technology analyst and commentator joins Michael Batnick and Downtown Josh Brown on the podcast. They discuss the next big thing in technology, Tesla's 2024 outlook, Google's gains in AI, top cybersecurity stocks, and the best CEOs in the tech industry.