The Compound and Friends

In this engaging discussion, Jason Hsu, founder and CIO at Raliant Global Advisors and finance professor at UCLA, shares his insights on navigating China’s complex economic landscape. He delves into the interplay of inflation and employment, exploring the challenges faced by both emerging markets and corporate giants. The conversation also tackles the Federal Reserve’s struggles with rising interest rates and the implications for global investors. Hsu's expertise provides valuable perspectives on investment strategies amid an evolving economic climate.

Carleton English, a Wall Street correspondent for Barron's, joins Rishi Khanna, CEO of StockTwits, to discuss the latest in finance and market trends. They dive into the evolving dynamics of retail trading alongside the shifting economic landscape post-pandemic. Key topics include the performance disparities between major retailers, inflation's impact on consumer behavior, and the challenges faced by hedge funds in today's market. Their insights reflect a blend of financial savvy and humor as they navigate the complexities of investing and market perception.

Michael Rapino, CEO of Live Nation and a visionary in the live entertainment world, shares insights from his journey in the music industry. He discusses the shift to direct-to-consumer ticketing, comparing it to industry disruptors like Netflix. Rapino reveals how the pandemic reshaped consumer behavior towards live events and ticket sales. He also touches on NFTs and their emotional value in music. Finally, he envisions a streaming platform for live music, reminiscent of MTV, while highlighting the challenges and opportunities in reviving live events.

Dan McMurtrie, Founder and CEO of Tyrell Partners and partner at Anchorless Bangladesh, shares his insights on today’s market landscape. He draws parallels between the current environment and the dot-com bubble, addressing issues like tech company valuations and supply chain challenges. The discussion also delves into the unpredictable cryptocurrency market, executive pay, and the evolving standards of corporate accountability. With humor sprinkled throughout, McMurtrie highlights the importance of long-term strategies in a volatile financial landscape.

Jan van Eck, CEO of VanEck and expert in thematic ETFs, joins the conversation to tackle pressing financial issues. He delves into the current bear market, discussing its orderly nature and the impact of inflation. The talk also explores the dichotomy between bond and stock market performance, highlighting venture capital trends. Jan shares insights on crypto, notably Bitcoin's resilience compared to gold, and critiques algorithmic stablecoins. Expect a lively discussion about innovative strategies and the future of investing in this intriguing financial landscape.

Matt Phillips, Markets correspondent for Axios, shares entertaining insights from the world of finance. He discusses current market trends amidst recent declines and forced liquidations, while exploring the impact of the FOMC decision on quarterly earnings. The conversation takes a turn toward Bitcoin's potential in 401(k) plans and the ongoing volatility of meme stocks. Humorous reflections on Ozark and juxtaposed personal stories add a light touch, making complex financial topics accessible and engaging for all listeners.

Jurrien Timmer, Director of Global Macro at Fidelity Investments, brings his deep market expertise to discuss pressing financial topics. He dives into the bond market meltdown, exploring its implications on investment strategies and corporate dynamics. The conversation highlights investor pessimism shaped by inflation and tech earnings. Timmer also shares insights on incorporating Bitcoin in 401(k) plans, and how long-term strategies can weather short-term market volatility, providing valuable perspectives for listeners navigating today's complex financial landscape.

Will Hershey, co-founder and CEO of Roundhill Investments, dives into the current turmoil at Netflix, discussing its market decline and subscriber challenges. He shares insights on thematic investing and the evolving landscape of ETFs, particularly around emerging trends like the metaverse and cannabis. The conversation also covers social media's impact on younger investors and the challenges facing platforms like Twitter as they navigate shifting revenue models. Hershey's expertise shines as they explore how these trends shape today's financial world.

Nick Maggiulli, author and financial expert behind 'Just Keep Buying,' dives into compelling discussions on investing strategies like lump sum versus dollar-cost averaging. He unpacks the complex dynamics of inflation and its effects on finance, while also sharing insights on the challenges faced by fintech companies in a changing market. The conversation reveals how social media ownership impacts investment perceptions, blending humor with critical analysis in the world of personal finance.

George Kurtz, Founder and CEO of CrowdStrike, shares his insights on the shifting landscape of cybersecurity. He delves into the importance of robust security strategies in response to evolving cyber threats and high-profile incidents. Kurtz also discusses his company's strategic partnerships, including collaborations with AWS and the Department of Defense. Combining his passion for racing, he draws intriguing parallels between the precision needed in both cybersecurity and motorsport, highlighting how attention to detail is vital in achieving success in any field.