The Compound and Friends

Discussion on 'Killers of the Flower Moon' film adaptation and Netflix's streaming success. Insight into the challenges of parenthood. Analysis of Microsoft and Google earnings, small caps, gold, M&A vs IPOs, and tax loss harvesting. Examination of interest rate scenarios and benchmark series ETFs. Exploration of tech giants' financial performance, Snapchat's decline, and Morgan Stanley's investment banking revenue. Consideration of Exxon and Chevron as potential investments.

Tom Lee joins Michael Batnick and Downtown Josh Brown to discuss the liquidity starved bull market, earnings season, the Fed's next move, housing, and changing the mindset of persistently bearish individuals in the stock market.

In this podcast, the hosts discuss the start of earnings season, the importance of proper cash allocation, retail investors' trading activity, the changing economic data, the discrepancy between S&P 500 and Russell 2000, and provide updates on Animal Spirits and Ask the Compound.

The podcast covers topics such as the bond market, national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, market inefficiencies, small-cap stocks, AI and the semiconductor industry, inflation, wage increases, adding 10% to alternatives, the current state of the bond market, credibility of witnesses, impact of cryptocurrency, and courtroom depictions.

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.