The Compound and Friends

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.

In this podcast, the hosts discuss topics such as Grayscale's legal victory, Goldman selling its advisory business, earnings revisions, value stocks, Nvidia's dominance and revenue growth, the Instacart IPO, and skepticism towards 5G technology.

Guest Guy Spier, value investor and hedge fund manager, discusses lunch with Warren Buffett, value investing, managing a hedge fund, Berkshire after Buffett, the bull case for Ferrari, and more!

Topics covered in this podcast include: Schwab and Goldman merger, stock challenges, new sponsor Rocket Money, decline in existing home sales, Nvidia's impact on the market, exploring Elon Musk's power and ambitions, the issue of shrink in the retail industry, analyzing a mystery chart for stock accumulation and volspike price spike, banter and podcast updates.

Experts' predictions of a recession were proven wrong as the economy experienced incredible growth. The speakers discuss market performance, stock preferences, and concerns about the dominance of certain stocks. They also explore the success of Wisdom Tree, buffer ETFs, and the rise of active ETFs. Additionally, they analyze valuations in the video industry and share their favorite shows, movies, and podcasts.

Guest Michael Burry, investor from the movie 'The Big Short', talks about retail earnings, stock picking, interest rates, and the future of Paypal. They also discuss consumer spending, July retail sales, resilience of high and low-income earners, valuation in different sectors, funds raised for distressed commercial real estate, declining stock price, and upcoming episodes.

Topics discussed in this podcast include: running money at Bridgewater, global macro investing, labor market analysis, why hedge funds are typically bearish, the impact of inflation on productivity and investment, the relationship between wages and productivity, analyzing labor market data, driving experiences on Midwest highways, the connection between consumer spending and income growth, demographic factors affecting bond yields, fees and costs in accessing alternative investment funds, the benefits of a systematic approach, and podcast and basketball recommendations.