The Compound and Friends

Join Jenny Johnson, President and CEO of Franklin Templeton, as she shares her inspiring journey from the mailroom to the C-suite. Discover her insights on the rise of alternative investments and how technology, including AI and blockchain, is reshaping finance. Jenny emphasizes the importance of resilience in career success and unveils her leadership philosophy centered around People, Passion, Purpose, and Persistence. Plus, get a glimpse into the exciting future of private credit and innovative investment strategies!

Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures, dives into the booming world of private equity. He discusses the evolution of private markets and the recent T. Rowe Price and Goldman Sachs partnership aimed at broadening access for retail investors. The conversation covers market trends, the risks and rewards for new investors, and the significance of branding in asset management. Humor and insights blend as they examine liquidity needs and the changing dynamics in alternative investments.

Dive into the latest on Google's legal victories and its impact on market dynamics. The discussion covers the surprising rally in junk stocks and how investor sentiment is shaped by AI hype versus skepticism. Explore the challenges facing middle-class households and the implications for the American dream. The hosts analyze American capitalism's unique traits, including risk-taking culture and corporate transparency. Lastly, get insights on the performance of small-cap stocks and the ever-changing investment landscape.

Jan Van Eck, CEO of VanEck, dives into the future of energy demand and the implications of rising electricity costs on lower-income households. He explores the impact of Nvidia's earnings and AI on job markets, while emphasizing the importance of gold and Bitcoin as hedges against inflation amid concerns over national debt. The conversation also touches on private equity's performance vs. public companies and how emerging markets, particularly India, are reshaping investment strategies. Tune in for insightful takes on the evolving financial landscape!

Wilfred Frost, a British business journalist and host of The Master Investor Podcast, joins the discussion on the contrasting dynamics of US and UK markets. He reflects on his father's legacy as a significant TV journalist. They delve into NVIDIA's impressive transformation from gaming to AI dominance while analyzing the implications of rising margin debt. The conversation emphasizes the importance of discerning quality in investments and how current trends may shift amidst economic uncertainties.

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.

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.

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.

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.

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!