The Compound and Friends

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.

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.