The Compound and Friends

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins to discuss small cap stocks, Nvidia's valuation, short interest, potential upside surprises, mortgage rates, and more. They delve into market trends, AI focus, economic recovery, small cap vs. large cap stocks, earnings manipulation, and investor sentiment.

Media Reporter Alex Sherman discusses Bob Iger's Disney strategies, NBA rights, streaming services landscape. Financial podcast delves into market sentiment, S&P 500 forecasts, Elon Musk's Tesla compensation, crypto influence on politics, and Wells Fargo's Bilt Card challenges.

Alicia Levine from BNY Wealth reveals insights on managing $300 billion for clients, market risks, GameStop, rising valuations, and the impact of inflation on the economy. The discussion also covers shifting cash and fixed income investments, housing challenges, and exploring different podcasts for valuable insights.

Kyla Scanlon, founder of Bread and author of 'In This Economy?', discusses personal finance and her book design. Topics include social media's impact on economic understanding, challenges faced by young individuals, Apple's WWDC reaction, AI advancements, inflation concerns, market concentration, and analysis of McDonald's and semiconductor stocks.

Tech industry expert Eric Jackson and tech journalist Alex Kantrowitz join the hosts to discuss Roaring Kitty's return, Apple's WWDC, AI powered phones, bear arguments for Nvidia, Tesla drawdown, Elon Musk's future as CEO, and more tech industry insights.

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.