The Compound and Friends

Jurrien Timmer, Director of Global Macro at Fidelity Investments, brings his deep market expertise to discuss pressing financial topics. He dives into the bond market meltdown, exploring its implications on investment strategies and corporate dynamics. The conversation highlights investor pessimism shaped by inflation and tech earnings. Timmer also shares insights on incorporating Bitcoin in 401(k) plans, and how long-term strategies can weather short-term market volatility, providing valuable perspectives for listeners navigating today's complex financial landscape.

Will Hershey, co-founder and CEO of Roundhill Investments, dives into the current turmoil at Netflix, discussing its market decline and subscriber challenges. He shares insights on thematic investing and the evolving landscape of ETFs, particularly around emerging trends like the metaverse and cannabis. The conversation also covers social media's impact on younger investors and the challenges facing platforms like Twitter as they navigate shifting revenue models. Hershey's expertise shines as they explore how these trends shape today's financial world.

Nick Maggiulli, author and financial expert behind 'Just Keep Buying,' dives into compelling discussions on investing strategies like lump sum versus dollar-cost averaging. He unpacks the complex dynamics of inflation and its effects on finance, while also sharing insights on the challenges faced by fintech companies in a changing market. The conversation reveals how social media ownership impacts investment perceptions, blending humor with critical analysis in the world of personal finance.

George Kurtz, Founder and CEO of CrowdStrike, shares his insights on the shifting landscape of cybersecurity. He delves into the importance of robust security strategies in response to evolving cyber threats and high-profile incidents. Kurtz also discusses his company's strategic partnerships, including collaborations with AWS and the Department of Defense. Combining his passion for racing, he draws intriguing parallels between the precision needed in both cybersecurity and motorsport, highlighting how attention to detail is vital in achieving success in any field.

In this conversation, Eric Balchunas, a Bloomberg Intelligence ETF analyst and author, shares insights on his book, 'The Bogle Effect,' focusing on Jack Bogle's substantial impact on low-cost investing and the ETF industry. They delve into the innovative rise of direct indexing and its potential to outperform traditional investment methods. The discussion also takes a turn toward current market dynamics, exploring ESG's influence on investment strategies. Balchunas provides a humorous take on the evolving landscape of finance and the competitive shifts within major firms.

In this engaging discussion, Adam Parker, the CEO of Trivariate Research and former leader at Morgan Stanley, shares his insights on small-cap stocks versus large caps and the current economic landscape, highlighting key factors like inflation and supply chain challenges. The conversation also touches on the legacy of Ned Johnson at Fidelity, the rise of private equity, and strategic stock selection amidst market uncertainties. Additionally, there's a light-hearted banter on personal reading recommendations and reflections on personal development in finance.

In this discussion, Nick Colas, Director of Research at DataTrek and veteran Wall Street analyst, shares insights from his three-decade career. He dives into retail investor sentiment, contrasting it with institutional trends amidst economic uncertainty. The conversation explores the impacts of rising inflation on the S&P 500 and the evolving landscape of bank stocks and technology investments. Colas also sheds light on the intersection of quantum computing and cryptocurrency, and the future of the electric vehicle market, emphasizing the need for innovative solutions.

On this special episode of Live from the Compound, Mary Childs joins Josh Brown, Michael Batnick, and Ben Carlson to discuss her new book, The Bond King. Mary Childs is an author and co-host of NPR's Planet Money podcast.Order The Bond King: https://amzn.to/37rP3UxCheck out The Compound shop: https://idontshop.comFollow The Compound on Instagram: https://instagram.com/thecompoundnewsFollow The Compound on Twitter: https://twitter.com/thecompoundnewsObviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

The hosts dive into their Irish roots, sharing entertaining stories and cultural quirks. Hilarious tales from Las Vegas highlight the balance between fun and responsibilities. They analyze investment trends, focusing on value stocks and shifting market dynamics, with a nod to cryptocurrencies. Discussion shifts to Nicolas Cage's filmography, where they humorously debate his unique style. They also tackle cultural representation in sports and the complexities of humor tied to ethnicity. Overall, it's a mix of finance, fun, and fascinating anecdotes!

Allison Schrager, an economist known for her expertise on the economic impacts of global conflicts, and Sam Ro, a financial journalist and market analyst, dive into the repercussions of corporations withdrawing from Russia. They unpack the SEC's actions on Chinese ADRs, inflation trends, and how geopolitical tensions reshape market dynamics. The discussion also touches on the balance of corporate social responsibility and economic sanctions, highlighting consumer behavior in uncertain times.