The Compound and Friends

Bill Capuzzi, CEO of Apex Fintech Solutions, discusses the future of fintech and earning stock rewards through shopping. Topics include stock settlement times, earning shares through debit card transactions, the impact of crypto trading, and accessibility of investing for younger generations.

Stephanie Link, CIO at Hightower Advisors, talks about working with Jim Cramer, Nvidia signals, AI investment options, the Fed, and the housing market. Insights on Apple, Nvidia, and cybersecurity trends, Dan Ives' market influence, credit card delinquencies, global growth, and stock market strategies. Activist fund impact on Darden Foods and casual banter on sports and movies.

Podcast discusses risks to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvidia, and more. Topics include strategies for managing cash, Warren Buffett's T-bill strategy, retail involvement in T-Bills market, Nvidia's rise, T+1 settlement evolution, valuation concerns about Nvidia, Home Depot's performance, and investment dynamics in the financial sector.

Former CEO of TD Ameritrade and football coach Joe Moglia joins to discuss his transition from coaching to Wall Street, the brokerage industry, Nvidia's future, meme trades, college athletics, and more. The podcast covers leadership, stock splits, industry dynamics, geopolitical uncertainty, crypto politics, AI concerns, and insights on leadership and pursuits.

Bill Smead, Founder and CIO of Smead Capital, discusses market outlook, Warren Buffett's caution, history of AI boom, tech stock dominance, market cycles, market concentration risks, and challenges of concentrated investments in this insightful podcast conversation.

Doug Ellin, creator of Entourage, discusses his journey from a mailroom job to directing, navigating imposter syndrome in Hollywood. He reflects on the success and legacy of his TV show, emphasizing authenticity in casting and challenges faced.

Packy McCormick, founder of Not Boring, joins the hosts to discuss various topics such as AI in defense tech, tech spending trends, the future of Sam Bankman-Fried, AI-powered devices like Meta's earphones, and investment trends in the venture capital landscape.

Nick Colas and Jessica Rabe from DataTrek Research discuss market highs, unsolved Wall Street mysteries, earnings, venture capital, and more. They dive into seasonal stock performance, AI investments by Big Tech, scams, PPI analysis, economic data volatility, meme stocks resurgence, and investment potential in the movie industry.

The podcast discusses streaming giants like Netflix, Disney, and Warner Brothers, exploring their financial strategies, content creation, and market dynamics. It also touches on monetizing intellectual properties, strategic shifts in response to changing dynamics, and the balancing act of anticipation and value in content creation.

Financial strategist Brian Belski from BMO joins Michael Batnick and Downtown Josh Brown to discuss S&P price targets, financial indicators, the housing market, BREIT, unemployment, and the possibility of a hall of fame bull market on this entertaining episode.