The Compound and Friends

On episode 58 of The Compound and Friends, Joe Terranova joins Michael Batnick and Downtown Josh Brown to discuss why you should leave politics out of your portfolio, the latest meme stock rug pull, the right market P/E, Joe's ETF, and much more!This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comObviously 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/disclosures/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 57 of The Compound and Friends, Alex Morris joins Michael Batnick and Downtown Josh Brown to discuss earnings, the jobs recovery, Netflix and the streaming wars, the bull case for Meta, the worst investing advice ever, and much more!This episode is brought to you by our friends at Masterworks. Visit https://masterworks.com/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.Sign up for our newsletter and enter to win a free subscription of Alex's Substack here: https://www.thecompoundnews.com/compound-substack-giveaway/Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comObviously 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/disclosures/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shannon Saccocia, Chief Investment Officer at SVB Private and CNBC contributor, shares her insights on the current state of the economy and financial markets. She discusses the recent Nasdaq bounce and the tensions between inflation and consumer spending. Shannon reveals her outlook for the second half of the year, touching on the challenges in the housing market and the semiconductor industry. The conversation also explores market dynamics, banking complexities, and the role of interest rates in shaping investment strategies.

In this engaging discussion, Matthew Ball, Managing Partner of EpyllionCo and author of "The Metaverse: And How it Will Revolutionize Everything," dives into the transformative potential of the metaverse. He examines the economic implications, contrasting its projected GDP with traditional markets. Matthew also highlights NVIDIA's crucial role in shaping this digital frontier through advanced technologies. He addresses the complexities of investments in the metaverse, touching on challenges like cyberbullying and misinformation, while envisioning a future rich with virtual interactions.

Alex Kantrowitz, a writer and podcaster focused on big tech, joins the hosts to dive into earnings season and the ever-shifting landscape of the tech industry. They discuss the surprising resurrections of giants like Microsoft and Apple amidst economic challenges. The conversation also touches on Netflix's new ad-supported model and the unpredictable world of crypto, reflecting on the emotional impact of market fluctuations. Kantrowitz offers intriguing insights into the challenges of maintaining innovation in tech and critiques the complexities of the metaverse.

Brendan Ahern, CIO at KraneShares, and Kai Wu, Founder and CIO of Sparkline Capital, join the discussion with insights into the shifting landscape of Chinese stocks and the impact of government regulation. They dive into the latest challenges in the tech sector, including the Voyager bankruptcy and its implications for crypto regulation. The conversation also explores the intersection of U.S.-China tech dynamics, innovative investment strategies, and the role of machine learning in finance. Their expertise sheds light on navigating market volatility and emerging investment opportunities.

Felix Salmon, Chief Financial Correspondent at Axios and host of Slate Money, joins to share his insights on financial media and the evolving landscape of social media. He discusses the impact of Elon Musk's Twitter ownership on engagement and the shift from traditional blogging to rapid TikTok-style content. The conversation dives into the art market's intersection with finance, billionaire investments in sports teams, and the challenges faced by the tech retail sector. Felix also reflects on generational investment strategies, highlighting the unique preferences of younger investors.

Howard Lindzon, co-founder of StockTwits, and Packy McCormick, founder of Not Boring Capital, dive into the future of fintech and venture capital. They discuss the transformative potential of NFTs in redefining community engagement and the shift from Web 3 to Web 5. The duo shares insights on startup valuations amid market fluctuations, emphasizing the need for discipline in investing. They also explore the evolving dynamics of digital content and parenting in the digital age, mixing humor with serious reflections on technology's impact.

In a dynamic discussion, Eric Jackson, President of EMG Capital Limited and an expert in tech investments, dives into the current landscape of growth investing. He critiques Cathie Wood's strategies and weighs in on accelerating layoffs and the impact on the tech sector. The conversation spans the volatility of cryptocurrency and the Fed's recent decisions. Eric shares his favorite stock picks and discusses the role of activist investors, all while navigating the complexities of market psychology amidst economic turmoil.

Simon Lack, founder of SL Advisors, shares his expertise on energy infrastructure and hedge funds. He dives into the volatility of the energy market, discussing how rising gas prices are impacting consumers differently. Lack offers insights into the performance of commodities amid inflation and tackles the complexities of hedge fund investing post-2008. The conversation also ventures into the geopolitical landscape, highlighting the implications of recent events on energy prices, while critiquing ESG investing and addressing future industry challenges.