The Compound and Friends

The podcast discusses insights from earnings season, correlations between stocks and bonds, Super Micro Computer phenomenon, Nvidia earnings, market pullbacks, inflation, Wawa story, and more

Financial expert Richard Bernstein joins Michael Batnick and Downtown Josh Brown to discuss the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and more!

The hosts discuss topics such as bankruptcy disappearance, buybacks, earnings season update, bond market reaction to CPI report, silliness in growth companies, and Nasdaq stocks. They explore irony, introduce Crain Sharers' Defined Outcome ETFs, and discuss trade-offs in investments, market reaction to inflation data, seeking trillions for chips and AI, US bankruptcy filings, YouTube's revenue sharing, cashback rewards, stock performance, and gratitude to the team.

Topics discussed in this podcast include antitrust and mag 7 stocks, federal debt, chip supply chains, the 2024 election, Covid lockdown ramifications, weight loss drugs, and more.

Tech analyst Dan Ives and journalist Alex Kantrowitz discuss the meltdown of SNAP, Disney earnings, and breakdowns of big tech companies like Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon.

Prof. Jeffrey Sonnenfeld discusses the shareholder fight for Disney and the upcoming proxy vote. Topics include CEO succession, Nelson Peltz's activist involvement, challenges of addressing social issues in business, and Disney's potential turnaround through cost-cutting measures.

Warren Pies discusses stocks after all-time highs, the Fed, MMT, election year markets, Mark Zuckerberg as a doomsday prepper, iShares Bitcoin Trust, and more!

Dan Toomey, a finance humorist and podcast host, discusses how he creates funny content in finance and the traits of Gen Z. They also touch on topics like reliable news sources, career paths, and the challenges of remote work. The podcast covers market reactions to earnings, Apple's AI game, and the risks in China's property sector.

Neil Dutta, an expert in economics and finance, joins Michael Batnick and Downtown Josh Brown in episode 127 of The Compound and Friends. They discuss the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and more! They also explore the potential changes in global markets and the impact on large cap tech companies. Additionally, they delve into social media management, consumer behavior, and the correlation between consumer sentiment and election outcomes.

The podcast discusses Apple's Vision Pro, Netflix's acquisition of WWE Raw, and the concept of all-time highs. They explore market behavior, the broadening out of the market rally, and the unpredictability of the National Association of Active Investment Managers' exposure index. They also analyze Silicon Valley's investments and their implications for the future of technology.