The Compound and Friends

In this podcast, the speakers cover a range of interesting topics including economic conditions, the 2024 market outlook, earnings growth, the impact of interest rates on the wealth effect, absurd prices for orange juice, the relationship between interest rates and multiples for growth stocks, and the impact of buybacks on value stocks. They also share their thoughts on Fargo season and ask for opinions on True Detective.

Bitwise CIO, Matt Hougan, shares insights on the Bitcoin ETF approval process. Topics discussed include despised Nasdaq stocks, financial earnings reports, the evolution of Bitwise Asset Management, the labeling and perception of cryptocurrencies, marketing strategies for Bitcoin ETFs, Grayscale's financial struggles, comparisons between Bitcoin ETFs and brokerage accounts, increasing disagreement among forecasters for 10-year interest rates, AI device R1 and Vision Pro, Apple's new product, profitability of buying more AMD stock, and analyzing the spike in VIX and its impact on stock volatility.

Dan Ives, technology analyst and commentator joins Michael Batnick and Downtown Josh Brown on the podcast. They discuss the next big thing in technology, Tesla's 2024 outlook, Google's gains in AI, top cybersecurity stocks, and the best CEOs in the tech industry.

Discussion on successful ETF outperforming Buffett and Cathie Wood, YouTube's potential valuation, CPI and bank earnings. Stock selection process and holding period importance. Underrated stock: Federal Agricultural Mortgage Corporation. Moody's performance and Berkshire Hathaway inspiration. Analyzing SEC's ETF approval and market manipulation. Earnings season and inflation report. Potential of YouTube and future of media. Apple's potential new product and stock valuations. Discussion on CrowdStrike, ransomware attacks, and Coinbase in the Russell 1000.

JC Parets, financial analyst and chart expert, and Joe Fahmy, experienced investor, join Michael Batnick and Downtown Josh Brown to discuss a preview of what's to come in 2024, how to find winners, a Bitcoin ETF, and more! They also touch on the observation of overwhelming buying pressure in the stock market, the performance and predictions of Wall Street strategists, and the implications of stock market index performance.

Josh Brown discusses career advice for 2024. The speakers analyze recent stock performance, predict future challenges, and reflect on the impact of the pandemic. They discuss dividend growth, market momentum, and tech predictions for 2024. They also analyze Dollar General, Snap, and Meta, and discuss the transition to a subscription business.

George Kurtz, CEO of CrowdStrike, discusses cybersecurity landscape, use of AI by good and bad actors, CrowdStrike's stock performance, challenges faced by tech companies in 2022, evolution of AI in cybersecurity, Falcon for IT empowering the IT team, fragmentation and growth in the wealth management space, and challenges in handling customer data.

Dan Nathan, financial expert and guest speaker, joins Michael Batnick and Downtown Josh Brown to discuss topics such as what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, best and worst days for the market in 2023, and more!

Sam Ro, a financial market forecaster, joins Josh Brown on this episode to discuss 2024 market forecasts. They cover topics such as all-time highs in the stock market, the gold rally, M&A's comeback, and identifying the best sector. They also touch on job openings, stock performance, Paramount's challenges, Tans' unconventional stock buyback, and analysis of energy priced in S&P.

Bob Elliott, financial expert, joins The Compound and Friends to discuss the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, and hedge fund strategy ETFs. They also explore the impact of interest rates, bonds, and prospects for regional banks, as well as the stability of deposits in small and large banks. Finally, they discuss Netflix's power law structure and strategic promotion, comparing it to traditional cable systems and recommending non-finance podcast Hidden Forces.