The Compound and Friends

Advisor Gary Pulford joins the podcast to discuss Warren Buffett's philanthropy and impact. Topics discussed include Charlie Munger, market euphoria, record corporate profits, holiday sales, Amazon's advantage over FedEx and UPS, small cap tech in bull markets, volatility analysis, impact of a recession on spending habits and the labor market, performance of individual stocks, and the changing landscape of online commerce and its threat to credit card companies.

Renowned writer and partner at the Collaborative Fund, Morgan Housel, discusses his new book and the impact of his writing on investors. They explore the rapid dissemination of technologies, resistance to change, and a controversial decision made by OpenAI. The responsibilities of company boards and the gradual improvement in heart disease mortality are also discussed. They address the challenge of thinking about things that never change amidst a constantly changing news cycle.

Tech experts Sam Altman, Michael Burry, and Jim Chanos join the podcast to discuss OpenAI, SpaceX, and Nvidia earnings. They explore SpaceX's potential as one of the largest companies in the world, OpenAI's challenges and valuation, and the future of Sam Altman. The hosts also delve into the rise in corporate buybacks and the performance of the stock market.

Topics discussed in this episode include covered call strategies, the Federal Reserve's potential actions, Warren Buffett's latest moves, and the debate around returning pandas to China. The hosts also touch upon investing strategies, dividend growth, and the connection between earnings performance and stock market prospects.

Rob Copeland, author of 'The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend,' joins Michael Batnick and Downtown Josh Brown. They discuss Bridgewater's strange culture, Ray Dalio's influence and bullying tactics, and the challenges of asset management. They also analyze transitory inflation, AI's impact on jobs, and the economy's future projections.

Topics discussed include market sentiment, Robinhood earnings, Warren Buffett's cash holdings, interest rates, recession calls, weight loss drugs, bathroom usage, travel experiences, investing in the music industry, challenges of traditional stocks and bonds in 2022, discrepancy between financial media and tech world experiences, financial performance and user growth of a company, impact of low interest rates on cash holdings, credit card debt and cash in the bank, potential of Uber as an 'everything app', changing consumer preferences and stock implications, books, radical changes, running, and spooky financial terms for Halloween.

Speakers discuss the state of the economy, the yield curve indicator, the next recession, held to maturity securities and banking risks, the rise of quants and algorithms in money management, the rise of machine learning tools in equity markets, and analyzing the stock market's ability to predict economic growth.

Financial expert and AI enthusiast Eric Jackson joins Michael Batnick and Downtown Josh Brown to discuss the market's strong start to November, using AI and machine learning to find alpha, fintech stocks, the court ruling impacting real estate stocks, the potential impact of AI on the financial industry, and the increasing market and demand for Nvidia chips in the AI field

On this episode of TCAF Tuesday, Downtown Josh Brown is joined by Dan Dolev to discuss Paypal, SoFi, Affirm, and the latest in Fintech! Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts. See what they have to say about a 4th quarter rally, the American economy, interest rates, dumb money, Apple's M3 chips, and much more!Thanks to Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash.Watch this episode on YouTube: https://youtube.com/live/p_l---n_BhkCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Rick Brink, Senior VP and Market Strategist at Alliance Bernstein, joins Michael Batnick and Downtown Josh Brown to discuss inflation, recessions, monetary policy, long duration investing, risks to the market, and more! They also touch on powerlifting, exploring leg strength imbalances, challenges of relocating financial workers, analyzing GDP numbers, and the impact of monetary policy and economic events on the stock market. They debate the risks of cash vs. duration risk, analyze stock performance and market gaps, and discuss tail risk and its implications for the stock market.