The Compound and Friends

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.

Dave Albrycht, President and CIO of Newfleet Asset Management, discusses the fixed income landscape, private credit, commercial real estate, and more. Insights on corporate bond market, navigating fixed income opportunities, granular investing, and risk management in bonds are explored.

Topics include the Fed, Nvidia's chip, bullish market environment, mixtape generation, Reddit's influence on stock discussions, T-Bill and US Benchmark Series, market reactions to GDP and inflation projections, influence of interest rates on housing market dynamics, NVIDIA's global impact and technological advancements, nostalgic reflections on music consumption, and assessing the impact of excessive risk-taking in financial markets.

Topics discussed include Nvidia's AI Woodstock, office real estate market crash, equal-weighting vs cap-weighting, Elon Musk's new business venture, AI advancements, market dynamics, options trading mania, solar stocks crash, GE's restructuring, and accidentally trading options.

In this podcast, they talk about inflation, the Fed, stock market bubbles, Tesla, short sellers, international stocks, banning TikTok, and more. They discuss the impact of Federal Reserve actions, market dynamics past and present, and investment opportunities in Asian markets. They also explore hybrid cars' surprising influence on Tesla and the EV market, share stock picks, and recommend favorite movies and TV shows.

Explore the rally in European stocks with Drew Dickson. Dive into inflation concerns, Mag 7 stocks, and the impact of market dynamics on stock performance. Discover insights on chip demand, investment strategies, and potential ETF creation. Analyze stock trends, Hershey and Bristol Myers purchases, and eBay's market evolution.