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The Compound and Friends

Latest episodes

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Sep 20, 2024 • 38min

Live from Future Proof with Peter Mallouk

Peter Mallouk, the President and CEO of Creative Planning, shares insights on the booming wealth management sector and the evolving expectations of clients. He discusses the rise of mega Registered Investment Advisors and the necessity for technological adaptation to remain competitive. The conversation shifts to integrating legal services into wealth management, emphasizing client preference for comprehensive solutions. Mallouk also touches on transforming marketing strategies and the significance of mentorship for financial advisors, all while engaging a live audience.
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Sep 13, 2024 • 1h 18min

Earning Man

Financial expert Jurrien Timmer joins the conversation to delve into crucial economic issues. He discusses the Federal Reserve's potential interest rate cuts and their anticipated effects on the labor market and inflation. The conversation also highlights the rise and fall of once-prominent investors and the importance of humility in investing. Timmer touches on market dynamics, specifically the performance of mega-cap tech stocks and the impact of AI. Expect insightful predictions and a sprinkle of lighthearted anecdotes throughout!
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Sep 10, 2024 • 1h 1min

BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts

Explore BlackRock's strategic shift to reduce risk and the implications of a yield curve un-inversion. Delve into Apple's latest event, featuring the new iPhone 16 and mixed analyst reactions. Learn about rising online scams and the responsibility tech companies have in safeguarding users. Discover eBay's stock performance amidst stagnant growth and its impact on market trends. The discussion also highlights the antitrust challenges faced by tech giants, blending insights with engaging listener interactions.
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Sep 6, 2024 • 1h 32min

A Career on Wall Street

Jill Schlesinger, a renowned financial journalist, and Tony Dwyer, a finance professional with 31 years of experience, join the conversation to unpack market trends. They delve into Tony's impressive journey on Wall Street and discuss the Fed's influence on economic stability. The duo examines potential market reactions to a Trump vs. Kamala scenario, shares insights on Nvidia's market position, and tackles dynamics in the labor market. Their engaging dialogue offers valuable perspectives on navigating financial uncertainties.
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Sep 3, 2024 • 1h 31min

NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book

Dan Ives, a financial analyst at Wedbush Securities, shares insights on Nvidia's recent earnings, revealing its $30 billion quarterly revenue amidst stock price declines. He discusses what distinguishes Nvidia in the AI sector and challenges competitors face. Michael Batnick joins for a segment exploring hedge fund struggles and retail investor sentiment, creating a 'casino-like' trading environment. The conversation shifts to the resilience of the insurance sector and highlights the importance of commitment to long-term investment strategies.
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Aug 30, 2024 • 1h 25min

Time Heals

Gunjan Banerji, a Wall Street Journal journalist, and Paul Hickey from Bespoke Investment Group delve into pivotal financial topics. They dissect Nvidia's soaring stock amid the AI craze, drawing comparisons to sports enthusiasm. The conversation touches on how political climates shape investment strategies, noting long-term consistency often yields better returns. Gunjan and Paul also examine the current economic landscape, addressing the Fed's evolving policies and the unexpected trends in home sales, shedding light on the resilience of the U.S. economy.
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Aug 27, 2024 • 1h 1min

The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings

Dan Loeb, a prominent hedge fund manager known for his strategic insights, joins to discuss key market trends. He shares thoughts on the implications of the first interest rate cut, historical patterns, and how it could impact investors. Loeb delves into his recent investment in Apple, highlighting concerns over iPhone sales and the potential of consumer AI. The conversation also touches on Nvidia's upcoming earnings report, the competitive landscape among tech giants, and strategies for navigating shifting market dynamics.
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Aug 23, 2024 • 1h 29min

All the News That’s Fit to Print

Talmon Smith, a New York Times economics reporter, joins Ben Carlson from The Compound team for a lively discussion about the economy. They dive into job data revisions and the implications for the upcoming elections, with a humorous take on interest rates and monetary policy. The conversation also sheds light on the complexities of the labor market, inflation dynamics, and how regional economies are faring. With anecdotes and insights, they address the disconnect between personal finances and broader economic perceptions, creating an engaging blend of analysis and storytelling.
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Aug 20, 2024 • 1h 34min

A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO

In this insightful discussion, Nick Colas and Jessica Rabe, co-founders of Datatrek, provide keen analysis on market volatility as August's turbulence looms. They explore the dynamics of Bitcoin versus gold, unraveling how interest rates shape cryptocurrency trends. The conversation also touches on the significant compensation of Starbucks' new CEO, Brian Nickel, and the operational hurdles he faces ahead. With a blend of market insights and investment strategies, this dialogue is a must-listen for financial enthusiasts!
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Aug 13, 2024 • 43min

Bears Are Back

The hosts dive into recession odds and bearish sentiment gripping the market. They analyze the latest job market trends and the ripple effect on consumer spending. Individual stock performances are gaining ground compared to the S&P, sparking interest. The duo also scrutinizes the consumer discretionary sector, highlighting challenges faced by major players like Starbucks and McDonald's. To top it off, they share unique market insights alongside a fun movie review, blending finance with entertainment.

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