The Compound and Friends

The Compound
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175 snips
Aug 22, 2025 • 1h 20min

Tom Lee Says It's Still Early

Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, shares his bullish market insights. He discusses the potential for a V-shaped recovery and the unique opportunities in an AI-driven economy. The conversation also covers the generational divide in cryptocurrency investment, particularly regarding Ethereum. Additionally, they analyze current economic indicators and the implications of the Federal Reserve's decisions at Jackson Hole. Lee's investment philosophies and strategies, including his thoughts on navigating a stock-picker's market, add to this engaging dialogue.
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145 snips
Aug 19, 2025 • 1h 49min

Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole

Join Alesia Haas, Chief Financial Officer of Coinbase, and Paul Grewal, Chief Legal Officer, as they dive into the evolving landscape of cryptocurrency and its regulatory challenges. They discuss Coinbase's pivotal role in the financial sector and the shifting political landscape favoring crypto. Neil Dutta, an economist, offers insights on the Jackson Hole symposium and its implications for the Federal Reserve's policies. From investor confidence to the dynamics of IPO pricing, this discussion promises valuable perspectives for everyone.
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125 snips
Aug 15, 2025 • 1h 12min

Does the Stock Market Know Something We Don’t?

In this engaging discussion, Shannon Saccocia, CIO at Neuberger Berman, and Todd Sohn, ETF strategist at Strategas, bring their Wall Street expertise to the table. They delve into the stock market's surprising resilience despite global uncertainties, analyzing how major tech companies like NVIDIA shape market dynamics. The duo also explores the rise of AI's influence on hiring and the challenges new job seekers face. With personal anecdotes sprinkled throughout, this conversation is both insightful and entertaining, making complex financial topics accessible.
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81 snips
Aug 12, 2025 • 1h 6min

Things People Say in a Bull Market

Dive into the thrilling world of bull markets as the S&P edges towards a historic high. Explore innovative ETFs designed to simplify investor challenges and unveil surprising earnings growth across sectors. Learn about the changing market landscape shaped by tech giants and shifting consumer behaviors. Discover insights into investor psychology and the evolving dynamics in the gig economy with DoorDash. Plus, gain strategies for navigating today’s complex investment environment with an eye on both small-cap opportunities and the risks of market corrections.
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51 snips
Aug 8, 2025 • 1h 15min

The Week We All Found Out

Join Sam Ro, the founder of the award-winning newsletter Ticker, and Luke Kawa, markets editor at Sherwood News, as they dive into the influence of AI on the economy and consumer spending trends. They discuss the integration of alternative assets like crypto and private equity into 401(k) plans, examining the risks involved. The conversation also sheds light on the complexities of job data collection post-pandemic and the implications of leadership changes on economic data integrity. Get ready for a blend of sharp insights and market dynamics!
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103 snips
Aug 5, 2025 • 1h 55min

Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks

Joining the discussion are Garrett Baldwin, an economist and financial writer, and Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. They explore the paradox of rising stock markets amid a youth shift toward socialism, analyzing the socioeconomic factors behind this trend. Garrett and Callie dive into the implications of AI on labor dynamics and investments, debate corporate spending trends, and reflect on recent earnings reports from tech giants. A humorous take on market intricacies adds to the engaging dialogue!
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73 snips
Aug 1, 2025 • 1h 21min

Why Valuations Don't Matter

This chat features Adam Parker, founder of Trivariate Research and former chief U.S. equity strategist at Morgan Stanley. Adam sheds light on what makes earnings season so intriguing for investors and decodes the Federal Reserve's recent strategies. The conversation also touches on the surprising implications of skyrocketing R&D spending in big tech firms and dives into the financial lessons learned from Hulk Hogan's legal battles. Don't miss the insights on navigating today's unpredictable market dynamics and the evolving landscape of investment strategies!
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68 snips
Jul 29, 2025 • 2h 11min

Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore

Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management, celebrates 20 years of his influential research note, Eye on the Market. He discusses memorable market trends, earnings reactions, and the lessons learned from past predictions. The conversation dives into the nuances of trade dynamics under Trump's administration, the rising influence of AI in the stock market, and the current volatility of tech giants like Microsoft and Apple. Cembalest also analyzes investor behavior amid geopolitical risks, highlighting the need for strategic decision-making.
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83 snips
Jul 25, 2025 • 1h 29min

Meme Stocks or Manipulation?

Nick Maggiulli, COO at Ritholtz Wealth and author of 'The Wealth Ladder,' teams up with Caleb Silver, Investopedia's Editor-in-chief, to tackle pressing financial questions. They dive into the controversial world of meme stocks, debating whether hype constitutes manipulation. The duo also sheds light on Bitcoin's potential, the spending habits of younger generations seeking experiences over possessions, and the shifting landscape of investment strategies amid economic changes. Tune in for insightful takes on today's complex financial dynamics!
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61 snips
Jul 22, 2025 • 1h 43min

Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign

Nick Colas and Jessica Rabe, co-founders of DataTrek Research with expertise in market analysis, discuss the current earnings landscape of the S&P 500, revealing strong performances despite a cautious 'sell the news' mindset. They draw intriguing parallels between today’s AI-driven rally and the late 90s Dot Com boom. The duo also delves into the implications of Fed Chair Powell possibly resigning and the economic resilience of American consumers, highlighting diverse spending behaviors across income brackets.

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