The Compound and Friends

In this engaging discussion, guests JC Parets and Dan Nathan share their insights on market trends and investing. JC highlights chart analysis, while Dan delves into the dynamics of buying dips and retail investor behavior. They also tackle the shifting landscape of venture capital and corporate withdrawals from Russia. And in a delightful twist, they debate the best burgers in NYC, reminiscing about culinary favorites like the Black Label Burger at Minetta Tavern, all while weaving in humor and pop culture. It's a mix of serious finance and fun foodie banter!

Ian Bremmer, President of Eurasia Group and a renowned expert on Eastern Europe, joins the hosts for a deep dive into the implications of Russia's invasion of Ukraine. He discusses the severe economic and humanitarian fallout, exploring potential refugee crises and geopolitical tensions that could spark a new cold war. The conversation highlights how sanctions affect Russia and global markets, while also examining Europe's energy challenges and inflation. Bremmer provides insightful perspectives on the complex interplay of military actions and economic realities.

On episode 35 of The Compound & Friends, Michael Batnick, Linette Lopez, Phil Pearlman, and Downtown Josh Brown discuss: Russia's invasion of Ukraine, the washout, the one year anniversary of meme stock mania, Apple and Google vs Web3, Facebook's fall, new trading rules for Fed officials, and much more!This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.Check out the latest in financial blogger fashion at: https://www.idontshop.comObviously 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/disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 34 of The Compound & Friends, Michael Batnick, Carleton English, Kris Sidial, and Downtown Josh Brown discuss: earnings season, market liquidity, inflation risk declining, regulating short-sellers, and much more!This episode is brought to you by Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.Check out the latest in financial blogger fashion at: https://www.idontshop.comObviously 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/disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 33 of The Compound & Friends, Michael Batnick, Tony Dwyer, and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds, corporate credit, Bitfinex crypto heist, bonus season on Wall Street, Super Bowl picks, and much more!This episode is brought to you by Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.Obviously 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/disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a special episode of The Compound & Friends, a podcast featuring your favorite financial and investing commentators.Tim Dillon is one of the hottest comedians in America right now, with a podcast that reaches over a million listeners each week, and sold out theater and club dates across the country. In this episode, Tim joins Josh Brown and Michael Batnick to discuss his experience working in the mortgage business, the creator economy, his views on crypto, and what's wrong with Long Island.Obviously 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/disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Boockvar, an investment and economy expert, shares his insights on the current state of the economy, particularly focusing on the $30 trillion U.S. debt and its complex relationship with interest rates. He discusses venture funding trends and consumer behavior in the wake of recent market volatility. The market's reactions to major tech earnings, such as Facebook and Spotify, reveal deeper truths about investor psychology and economic recovery. Tune in for a blend of finance and entertaining insights!

Packy McCormick, author of the popular Substack "Not Boring," shares his insights on the current state of the crypto market, discussing the recent crashes of Bitcoin and Ethereum. He reflects on reaching 100k subscribers, the pressures of audience growth, and the challenges of public perception in finance. The conversation also touches on Robinhood's earnings woes, the potential impact of rising interest rates on investments, and the innovative future of decentralized finance. Plus, a humorous take on personal anecdotes adds a light-hearted touch to the serious financial insights!

In a dynamic discussion, Kai Wu, founder of Sparkline Capital and an expert in intangible assets, dives into the importance of company culture in today’s market. He explores the impact of rising interest rates on investment strategies and how blockchain technologies are reshaping finance. Key highlights include Solana's rapid growth and the challenges investors face in the evolving landscape of digital assets. Wu also emphasizes the role of social media in shaping brand perception and the shifting dynamics of the workforce post-'great resignation'.

On this week's episode of The Compound & Friends, Michael Batnick, Dasarte Yarnway, Emlen Mattingly, and Downtown Josh Brown discuss: inflation, how passive funds could be hiding a bear market, the Onyx Advisor Network for underrepresented financial advisors, the death of mutual funds, and much more!Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing!Obviously 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/disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices