The Compound and Friends

Matt Belloni, Founder of Puck.News, discusses the entertainment industry, Paramount, YouTube vs Amazon Prime, Disney, and advertising survival. Josh and Michael share thoughts on Berkshire, Disney's financial transition, streaming challenges, asset management evolution, and analyzing stock performance.

Jeff deGraaf, Market Cycle Clock expert from RenMac, joins The Compound and Friends to discuss technical analysis, momentum factor, Apple outlook, Market Cycle Clock, the Fed, Starbucks earnings, and more. The podcast covers market trends, stock declines, market dynamics, consumer spending shifts, momentum analysis, potential 5% 10-year yield, and a fun comparison of John Wick and Ripley movies.

Nick Colas and Jessica Rabe from DataTrek Research join to discuss energy markets, inflation, and recession prep. They explore energy stocks in portfolios, historical market peaks, oil price shocks, and economic challenges. The conversation delves into investing opportunities in downturns, bankrupt companies, and the benefits of calculated risks for long-term growth.

Financial expert Art Hogan and financial analyst Ben Carlson join the podcast to discuss geopolitics, market outlook, energy stocks, housing market, low interest rates, inflation impact on spending, mortgage rates, investing strategies, historical market performances, portfolio adjustments, and reflections on the financial world.

Professor Scott Galloway discusses strategies for financial security and personal growth, challenges of wealth in an unequal society, and the importance of authenticity in writing. The podcast also explores Apple's market challenges, bank strategies, Tesla's struggles, and provides investment insights.

Financial journalist Dion Rabouin and economist Callie Cox join the hosts to discuss the Fed's next move, stubborn inflation, Larry Fink's shareholder letter, meme stocks, lottery psychology, housing issues, and more!

Mike Francesa, king of sports radio, joins to discuss creating sports radio, Ohtani scandal impact, bad coaches, favorite sports movies. Then, topics cover earnings season, stock market scarcity, Jamie Dimon's letter, buying at all-time highs, and more!

Meb Faber from Cambria Investment Management discusses hedging market risk, dividends vs buybacks, trend following, momentum stocks, international markets, and the ETF landscape with Michael Batnick and Downtown Josh Brown.

Jason Hsu, Chairman & CIO at Rayliant discusses investing in international markets and friendshoring. Josh & Michael explore topics like Tesla, oil stocks, small caps breakout, Jerome Powell, and Trump's stock. They analyze the Fed's communication, market trends, and impacts of monetary policy. The conversation is insightful and engaging, covering a wide range of financial topics.

Dan Davidowitz from Polen Capital joins the hosts to discuss topics like Sam Bankman-Fried's prison sentence, equity valuations, the bull case for Amazon, challenges ahead for Nvidia, Netflix's evolution, and more! The conversation delves into Apple's performance, the impact of cloud computing, and behavioral psychology in investments.