The Compound and Friends

المدة الإجمالية:56 h 43 min
Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks
The Compound and Friends
115:09
Why Valuations Don't Matter
The Compound and Friends
81:27
Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
The Compound and Friends
130:51
Meme Stocks or Manipulation?
The Compound and Friends
88:41
Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign
The Compound and Friends
103:13
Everybody's Wrong
The Compound and Friends
78:09
Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview
The Compound and Friends
107:42
Reasons to Remain Overweight
The Compound and Friends
71:25
How Does Apple Get Its Mojo Back?
The Compound and Friends
61:41
When Will the AI Bubble Pop?
The Compound and Friends
80:14
Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs
The Compound and Friends
121:56
Statement Risk
The Compound and Friends
74:47
The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation
The Compound and Friends
127:30
Why Defensive Stocks Have Disappeared
The Compound and Friends
58:47
Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT
The Compound and Friends
57:09
The Next Big Short is the Trade War
The Compound and Friends
74:59
Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models
The Compound and Friends
120:06
Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor
The Compound and Friends
71:39
Why Initial Jobless Claims Could Blow Up the Stock Market
The Compound and Friends
79:47
Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO
The Compound and Friends
71:45
Real Men Don't Panic Over Bonds
The Compound and Friends
74:36
The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump
The Compound and Friends
66:33
Warren Buffett vs American Capitalism
The Compound and Friends
86:16
Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL
The Compound and Friends
109:19
The Soul of a Short-Seller
The Compound and Friends
89:23
Rest in Peace, CFA
The Compound and Friends
56:56
Every Recession Begins With a Slowdown
The Compound and Friends
84:45
Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings
The Compound and Friends
125:57
The Worst Is Still to Come
The Compound and Friends
75:37
Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell
The Compound and Friends
73:59
End of an Empire
The Compound and Friends
67:25
How to Tune Out the Noise
The Compound and Friends
72:55
The Craziest Week Ever
The Compound and Friends
91:19
Crowdstrike and the $250 Billion Opportunity in Cybersecurity
The Compound and Friends
31:47
Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance
The Compound and Friends
101:14
Bloodbath
The Compound and Friends
74:44
Liberation Day, Goldman Gets Bearish, Falling Knives
The Compound and Friends
71:44
The World According to Joe Lonsdale
The Compound and Friends
63:22
Greed Is Good
The Compound and Friends
97:52
How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
The Compound and Friends
110:23