The Compound and Friends

Topics discussed include earnings, treasury bonds, investor behavior, bond yields, stock market impact, prolonged drawdowns, ETF flows, buying stocks as interest rates rise, market rally, and experiences on social media platforms and writing for Barons.

Tech journalist and author Alex Kantrowitz joins Michael Batnick and Downtown Josh Brown to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, the potential of the metaverse, and the impact of AI on the labor market.

Exploring the difference between a wise crowd of independent thinkers and a dangerous crowd that shares information. Highlighting the financial success of Ken Griffin in the meme stock craze. Discussing Wall Street's profitability and cautioning against blindly following the wisdom of crowds. Previewing topics of consumer spending, bond yields, stock prices, utilities, diversification, and mystery charts. Fashion choices, live podcast announcement, and sponsor recommendation. Stock market performance, bottoming process, and the impact of rising interest rates. Market outlook, September weakness, and historical fourth quarter performance. The underperformance and negative sentiment surrounding utilities stocks. The viral meeting involving Lindy Ocarino, Twitter's debt, and European stock outperformance. Podcast updates, wealth management advertisement, and a podcast recommendation.

Perth Tolle, Founder of Life + Liberty Indexes, and Gunjan Banerji, Lead Writer for Wall Street Journal's live markets coverage, join to discuss topics such as Amazon's antitrust issues, emerging markets and China investments, the return of meme stocks, and more.

Leif Abraham and Jannick Malling discuss the challenges faced by Public during the GameStop short squeeze. They also talk about managing user signups, transparency to build trust, personal finance, economic indicators, iPhone rumors, and investment strategies.

Jeremy Grantham, Bubble historian, joins the hosts to discuss inflation, modern valuations, impact investing, real estate, and the concept of market bubbles. They explore historical market events, indicators of an impending economic downturn, and alarming declines in insect biomass and male sperm count.

Bloomberg reporter Zeke Faux joins the hosts to discuss his book on crypto frauds. They explore shady characters in crypto, the mystery of Tether, and Mark Cuban's loss with MetaMask. They also discuss the unusual economic cycle, earnings season reactions, and the holdings of Hollywood agencies. Additionally, they play a guessing game about an under pressure company and discuss the potential of 2023.

Rob Arnott, expert in lessons from the tech bubble and smart beta, discusses big tech valuations, Tesla and Nvidia, and the impact of AI on markets and the economy. Topics include the performance and risks of smart beta strategies, catalysts for value stocks, the impact of AI on job security and overpricing in the video market, the surprising performance of NASDAQ 100, and the potential of AI in various industries.

Financial expert Nick Colas joins Michael Batnick and Downtown Josh Brown to discuss Q2 earnings, Moore's law, interest rates, and the future of the automotive market. They also touch on Steve Cohen and the dominance of technology companies in the global stock market.

IPO market expert, Aaron Dillon, joins the podcast to discuss the current IPO landscape and market expectations. They analyze Instacart's revenue model, potential IPO, and Klaviyo's shift to profitability. The conversation also covers text messaging services for corporations, market corrections, bullish sentiment, private market regulations, fraudulent practices in pandemic relief money, and upcoming episodes.