The Compound and Friends

Time Heals

26 snips
Aug 30, 2024
Gunjan Banerji, a seasoned financial journalist from the Wall Street Journal, and Paul Hickey, co-founder of Bespoke Investment Group, share insights on the impact of Nvidia's recent earnings surge, likening it to a Super Bowl for investors. They explore the role of AI in transforming technology investments and discuss the economic resilience of the U.S. amid Fed rate hikes. The conversation delves into how political shifts influence market strategies and the importance of maintaining a long-term investing outlook. Expect humor, camaraderie, and expert analysis!
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ANECDOTE

Putting Money to Work

  • Michael Batnick recalls Maria Bartiromo's CNBC interviews where she'd ask if guests were "putting money to work here".
  • It highlights a disconnect, as guests always affirmed despite potential market downturns.
ANECDOTE

Kelly Evans' Transition to TV

  • Josh Brown shares a story about Kelly Evans seeking advice on a CNBC opportunity while at the Wall Street Journal.
  • Evans excelled, showcasing the potential of transitioning from print to television.
INSIGHT

Bespoke's Founding

  • Paul Hickey and Justin Walters co-founded Bespoke Investment Group after working at Berini Associates.
  • They leveraged early social media and strong research to establish their brand, using a distinctive blue and green color scheme.
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