The Compound and Friends

The Craziest Week Ever

84 snips
Apr 11, 2025
In this engaging discussion, Jenny Van Leeuwen Harrington, an expert CEO of Gilman Hill Asset Management, shares her insights on navigating today's tumultuous markets. She breaks down the unpredictable dynamics between Trump’s policies and bond markets, offering practical strategies for handling stock crashes. The conversation also dives into the fascinating world of insider trading and examines her top picks for resilient dividend stocks. Jenny's expertise makes for a thought-provoking exploration of investing amidst uncertainty!
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ANECDOTE

Van Leeuwen Ice Cream

  • Jenny Van Leeuwen Harrington jokes about working at her brother's ice cream company, Van Leeuwen.
  • She'd prefer to be a taste tester, showcasing a lighthearted sibling dynamic.
ANECDOTE

Grok AI and Microchip Research

  • Josh Brown uses Grok AI to research Microchip (MCHP) and its convertible preferred stock.
  • While initially impressed, his analyst finds an error in Grok's conversion ratio, highlighting the need for human oversight.
INSIGHT

Distorted Market View

  • The past decade's focus on mega-cap tech stocks has created a distorted market view.
  • It misleadingly suggests there's only one investable index, obscuring the long-term returns of small-cap, mid-cap, and value stocks.
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