Escucha el podcast The Compound and Friends

Damn it, Jensen! With JC Parets	The Compound and Friends	76:31
Can the Stock Market Survive a Tech Meltdown?	The Compound and Friends	58:23
You Ain’t Seen Nothing Yet with Daniel Clifton	The Compound and Friends	72:16
The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is Back	The Compound and Friends	67:17
The Bulls Are Trapped with Alex Altmann	The Compound and Friends	72:41
Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI	The Compound and Friends	60:30
How CrowdStrike Could Double ARR by 2030 with George Kurtz	The Compound and Friends	39:12
An Economy So Good No One Can Live In It with Jill Schlesinger⁠	The Compound and Friends	85:40
Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons	The Compound and Friends	39:10
How OpenAI Could Cause a US Recession With Steve Eisman	The Compound and Friends	49:37
Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine	The Compound and Friends	63:54
This Is Where the Rubber Meets the Road, with Jurrien Timmer	The Compound and Friends	75:01
Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred \| WAYT?	The Compound and Friends	62:20
Is Gen Z Completely Cooked? With Ed Elson	The Compound and Friends	84:18
Bad feeling, weak internals, confidence collapse, Nvidia breaking out \| WAYT?	The Compound and Friends	74:59
Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets	The Compound and Friends	45:26
People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar	The Compound and Friends	67:43
Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away	The Compound and Friends	66:29
Tom Lee and Dan Ives Explain Everything	The Compound and Friends	54:59
The Most Interesting Macro Moment of My Lifetime with Jens Nordvig	The Compound and Friends	67:28
Stocks Aren't as Expensive as You Think \| WAYT?	The Compound and Friends	46:21
How to Pick Stocks Like Morgan Stanley With Dan Skelly	The Compound and Friends	89:09
Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron	The Compound and Friends	69:47
The Four Horsemen of the AI Apocalypse with Ed Zitron	The Compound and Friends	86:49
Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight	The Compound and Friends	72:12
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas	The Compound and Friends	43:17
How to Play the Money Game with Michael Santoli	The Compound and Friends	84:45
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness	The Compound and Friends	71:19
It's a bull market and nobody drinks anymore.	The Compound and Friends	64:20
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia	The Compound and Friends	61:12
Is IMAX a Screaming Buy? With Rich Gelfond	The Compound and Friends	44:42
The Man Who Called the Roaring 2020s with Ed Yardeni	The Compound and Friends	75:43
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call	The Compound and Friends	66:21
Why Demand for Compute Is About to Explode With Alex Kantrowitz	The Compound and Friends	86:17
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal	The Compound and Friends	48:33
How Ron Baron Became the Greatest Fund Manager of All Time	The Compound and Friends	74:57
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally	The Compound and Friends	61:35
You’re About to See the Real AI Winners Stand Up	The Compound and Friends	88:14
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street	The Compound and Friends	59:42
The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe	The Compound and Friends	38:09

Damn it, Jensen! With JC Parets

The Compound and Friends

76:31

Can the Stock Market Survive a Tech Meltdown?

The Compound and Friends

58:23

You Ain’t Seen Nothing Yet with Daniel Clifton

The Compound and Friends

72:16

The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is Back

The Compound and Friends

67:17