The Compound and Friends

Prof. Jeffrey Sonnenfeld discusses the shareholder fight for Disney and the upcoming proxy vote. Topics include CEO succession, Nelson Peltz's activist involvement, challenges of addressing social issues in business, and Disney's potential turnaround through cost-cutting measures.

Warren Pies discusses stocks after all-time highs, the Fed, MMT, election year markets, Mark Zuckerberg as a doomsday prepper, iShares Bitcoin Trust, and more!

Dan Toomey, a finance humorist and podcast host, discusses how he creates funny content in finance and the traits of Gen Z. They also touch on topics like reliable news sources, career paths, and the challenges of remote work. The podcast covers market reactions to earnings, Apple's AI game, and the risks in China's property sector.

Neil Dutta, an expert in economics and finance, joins Michael Batnick and Downtown Josh Brown in episode 127 of The Compound and Friends. They discuss the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and more! They also explore the potential changes in global markets and the impact on large cap tech companies. Additionally, they delve into social media management, consumer behavior, and the correlation between consumer sentiment and election outcomes.

The podcast discusses Apple's Vision Pro, Netflix's acquisition of WWE Raw, and the concept of all-time highs. They explore market behavior, the broadening out of the market rally, and the unpredictability of the National Association of Active Investment Managers' exposure index. They also analyze Silicon Valley's investments and their implications for the future of technology.

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.