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The Compound and Friends

Latest episodes

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7 snips
Jan 10, 2025 • 1h 26min

Dark Matter

Julie Hyman, a seasoned financial journalist from Yahoo Finance, and Doug Boneparth, wealth expert and co-author of 'Money Together,' join the discussion. They delve into the implications of rising treasury yields on stock markets and the evolving job landscape for millennials. The duo highlights the importance of financial literacy in relationships, explores the challenges of artificial intelligence on job opportunities, and discusses the quirks of presidential candidacy alongside private equity's role in retirement plans.
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28 snips
Jan 8, 2025 • 1h 1min

Jensen's robots, Zuckerberg bends the knee, AI is the economy

Discover the transformative power of AI and robotics, reshaping the economy and investment landscapes. Dive into the impact of AI spending on GDP, along with eye-catching charts that illustrate market trends. Tesla's stock performance receives scrutiny amid declining EV sales, while Zuckerberg's evolving content moderation strategies stir debate. Delve into the broader implications of government spending and market valuation amidst global trade influences. It's a compelling blend of technology, investment strategies, and future possibilities.
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22 snips
Jan 3, 2025 • 1h 30min

Why Brian Wesbury is Bearish

Brian Wesbury shares his bearish outlook for 2024, diving into contrasts in market sentiment and the impacts of COVID-19 on the economy. The conversation highlights the risks surrounding Bitcoin investments and the complexities of taxation. Wesbury also discusses interest rates, tech stock valuations, and the potential for recession linked to federal policies. In a lighter moment, the importance of his Eagle Scout experience shines through, connecting leadership skills to today's societal challenges.
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27 snips
Dec 31, 2024 • 1h 11min

The Biggest Winners and Losers of 2024

Dive into an engaging analysis of the investment landscape as the hosts spotlight the biggest winners and losers for 2024. They examine market trends, focusing on tech winners like Palantir and NVIDIA, while highlighting the struggles of giants such as Adobe. Wealth distribution and savings trends reveal stark contrasts, especially for younger generations. Consumer behavior shifts towards e-commerce are also discussed, alongside the evolving world of options trading. Expect insights on the optimistic future for certain sectors amidst the changing financial dynamics.
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23 snips
Dec 27, 2024 • 49min

Ladies and Gentlemen, Mr. Harvey Schwartz

Harvey Schwartz, CEO of Carlyle and former president of Goldman Sachs, shares his extraordinary journey through the financial industry. He reveals how he transitioned from a fitness instructor to a finance titan and the crucial lessons learned during the 2008 crisis. Schwartz discusses the evolution of Wall Street, the rise of private equity, and how mentorship shaped his path. He also highlights the competitive edge of Carlyle in today's market, emphasizing the importance of adaptability and relationship-building in wealth management.
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78 snips
Dec 20, 2024 • 1h 22min

Cut Your Losses, Size up Your Winners

Nick Colas, co-founder of DataTrek Research, shares his insights on market dynamics and investment strategies. He discusses the Fed's latest cut and how it shapes investor sentiment. Colas examines the risks and rewards of international stocks, questioning the wisdom of staying too domestically focused. He also dives into the fascinating world of Tesla, contrasting it with traditional auto manufacturers. The conversation uncovers the psychological challenges investors face when deciding to cut losses versus sizing up winners.
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62 snips
Dec 18, 2024 • 1h 40min

Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

Nick Colas, co-founder of DataTrek Research, shares his insights on the current market landscape and its parallels with the dot-com bubble. He dives into the U.S. stocks' performance, revealing their dominance over global counterparts. Colas elaborates on the importance of Return on Equity in evaluating companies like Apple and NVIDIA. The conversation touches on the bullish market sentiment fueled by substantial investments and the competitive dynamics in the semiconductor sector, especially regarding NVIDIA and AMD.
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27 snips
Dec 13, 2024 • 1h 6min

Is Rick Rieder a Bond King?

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, shares his extensive insights into the finance world. He discusses the evolution and future of fixed income, highlighting challenges posed by negative interest rates and their impact on market dynamics. Rick explores the growth of private markets, introducing innovative investment strategies like the iShares Flexible Income Active ETF. The conversation also reflects on the Federal Reserve's role in today's economy and the complexities of analyzing shifting financial landscapes.
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43 snips
Dec 11, 2024 • 1h 41min

CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin

Caleb Silver, Editor in Chief at Investopedia, dives into the latest financial trends and consumer behaviors. He discusses the impact of tariffs and inflation on the economy and public discourse, alongside their significance in recent elections. The conversation also touches on the intersection of sports betting and trading platforms, highlighting how user experiences are evolving. Additionally, Silver shares insights on the tumultuous Hawk cryptocurrency launch, emphasizing the responsibilities of influencers in the crypto landscape.
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26 snips
Dec 6, 2024 • 1h 28min

The Contrarian

Peter Boockvar, CIO at Bleakley Financial Group, dives into the world of global macroeconomics and investing. He shares his insights on the future of Bitcoin and why selling during market highs is crucial. Boockvar discusses the potential of platinum and the overlooked opportunities in beaten-down stocks. The conversation touches on the Chinese economy and the implications of emerging technologies, linking international markets and government policies that shape investment landscapes.

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