Only Tesla and Toyota will Survive

43 snips

Sep 8, 2023

Financial expert Nick Colas joins Michael Batnick and Downtown Josh Brown to discuss Q2 earnings, Moore's law, interest rates, and the future of the automotive market. They also touch on Steve Cohen and the dominance of technology companies in the global stock market.

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Introduction

00:00 • 3min

Stock Market Performance and Tech Stock Rotation

03:12 • 13min

Discussion on Sponsor and Introduction of Guest

15:44 • 2min

A Terrifying Helicopter Incident and Earnings Recap

18:13 • 20min

The Dominance of Technology Companies in the Global Stock Market

38:30 • 23min

Stock performance and adoption speed of technology

01:01:20 • 2min

Comparing the Rapid Adoption of Radio to Current Technology

01:02:54 • 2min

Valuation, Investing Strategies, and Lessons from Steve Cohen

01:04:33 • 18min

Exploring The Price of Time and The History of Interest Rates

01:22:46 • 2min

The Price of Time, Acquired Podcast, and the Attempt to Recruit Technologists

01:24:20 • 5min

On episode 108 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas to discuss: Q2 earnings, Moore's law, interest rates, the future of the automotive market, Steve Cohen, and much more!

Thanks to GraniteShares for sponsoring this episode. Visit Graniteshares.com to learn more about their single stock ETFs.

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