The Compound and Friends

Brian Belski, Chief Investment Strategist at BMO, shares his insights from Naples. He discusses the art of portfolio construction, balancing high-value and stable investments. Belski contrasts high dividend stocks with those focused on growth, highlighting their importance during economic shifts. He makes a compelling case for Canadian stocks, citing their resilience and management quality. Additionally, he offers cautious optimism about S&P earnings forecasts while exploring risk management strategies, especially post-election, and reflects on personal milestones with gratitude.

Discover why global stocks outshine their U.S. counterparts as European and Chinese markets demonstrate surprising resilience. Dive into the implications of massive federal workforce layoffs on government services and the economy. Explore the booming gig economy, with companies like DoorDash and Instacart leading the charge. Delve into the evolving landscape of financial markets where value creation and trading strategies are reshaping investment opportunities. Tune in for insights on key stock performances and market trends!

Robert Frank, an award-winning journalist and bestselling author, joins the discussion to delve into the intricacies of wealth management and investment strategies. He highlights how the richest individuals allocate resources differently and the evolving generational perspectives on money. The podcast explores the booming luxury vacation economy, the carried interest loophole, and the significant wealth disparities exacerbated by recent economic shifts, providing a captivating look at modern finance and cultural implications.

David Adelman, CEO of Campus Apartments and newly minted owner of the Philadelphia 76ers, shares his fascinating journey from betting to real estate mogul. He dives into the evolution of the student housing market, emphasizing community impact and strategic investments. Adelman also discusses the thrill of sports ownership, including plans for a new arena in Philadelphia. The conversation highlights innovative startups in venture capital and the evolving dynamics of fan experience, showcasing the intersection of passion and business savvy.

David Giroux, a distinguished portfolio manager at T. Rowe Price, shares his wealth of knowledge on navigating stock predictions amidst volatility. He discusses the unique challenges of active management in a passive-dominated landscape, emphasizing disciplined research for long-term growth. Giroux weighs in on current market dynamics, exploring value accumulation and the influence of AI on industry sectors. The conversation also dives into investment strategies, the complexity of bond returns, and emerging stock opportunities, particularly in the healthcare sector.

Join Nick Colas and Jessica Rabe, co-founders of DataTrek Research, as they dive into the complexities of tariffs and their minimal economic impact, likening them to political theatrics. They also explore disruptive innovation, emphasizing the shift from tech to healthcare investing and the promising opportunities it presents. Insights into Palantir's unique market position, along with a discussion on the recent earnings reports from Amazon and Uber, highlight key trends for savvy investors.

Dan Ives, a tech sector expert and Managing Director at Wedbush Securities, joins the conversation to dissect the latest in AI and market dynamics. He dives into DeepSeek's market influence and Nvidia's historic losses, sparking a debate on the shifting investment landscape. With insights on Tesla's future under Elon Musk and the competitive race for AI supremacy, Ives shares his vision for the transformative potential of robotics and cloud computing. The episode also highlights the market's evolving responses and the critical role of major tech players in shaping the future.

In this discussion, Franklin Bi, General Partner at Pantera Capital, shares insights on the future of cryptocurrency leading into 2025, influenced by recent regulatory changes. He highlights the increasing government support for digital assets and the importance of collaboration between sectors. Meanwhile, AI expert Alex Kantrowitz delves into the implications of DeepSeek's powerful capabilities, examining the evolving AI landscape and its impact on the market. The conversation touches upon the intersection of AI breakthroughs and social media, revealing how tech innovations continue to reshape finance and investment.

Bob Elliott, Co-founder and CEO of Unlimited Funds, shares his insights on the current financial landscape. He dives into Netflix's earnings and the labor market's complexities. Elliott discusses the implications of tariffs on investment strategies and the viability of junk bonds. He offers his perspective on gold allocation and Treasury Inflation-Protected Securities (TIPs). The conversation wraps up with a candid look at hedge fund fees and the evolution of client expectations in today's market.

Steve Strazza, Director of Research at All Star Charts, brings his expertise in chart analysis to discuss how to spot stock market bottoms. He delves into recent market trends, including the Dow's significant downturn, and uncovers historical patterns that can inform future predictions. The conversation also touches on ethical trading practices, the shift of investor focus from China to India, and the evolving landscape of cryptocurrency, highlighting the complex dynamics of today's market.