The Compound and Friends

This discussion dives into the search for the next trillion-dollar stock, with Netflix aiming to triple its income by 2030 through exclusive content. The hosts tackle Tesla's underwhelming earnings and its market implications. They also analyze cryptocurrency trends, speculating on Bitcoin as a safe haven alongside rising gold prices. Meanwhile, the influence of 'finfluencers' on young investors sparks a debate about regulation in financial advice. The episode wraps up with reflections on market dynamics amid political uncertainties.

Warren Pies, founder and chief strategist at 3Fourteen Research, joins the hosts to explore the current market landscape. They delve into the aftermath of stock market corrections and historical earnings trends. The conversation shifts to looming recession signs, the impact of foreign investments, and how Trump's trade strategies might influence the economy. Pies shares insights on the evolving sentiment toward the U.S. dollar and emphasizes risk management amid investor psychology, all while maintaining a cautious optimism about future recovery.

Discover how to navigate the chaos of market distractions, from social media to economic uncertainties. The hosts dive into Google's ad revenues and its competitive landscape, while also exploring shifts in luxury real estate buying trends. They touch on mixed results from investment banks and examine the future of autonomous rides with Uber and Waymo. With insights on mortgage rates and reflections on current market volatility, this discussion emphasizes the importance of discerning information in a rapidly changing financial world.

In this engaging discussion, Jenny Van Leeuwen Harrington, an expert CEO of Gilman Hill Asset Management, shares her insights on navigating today's tumultuous markets. She breaks down the unpredictable dynamics between Trump’s policies and bond markets, offering practical strategies for handling stock crashes. The conversation also dives into the fascinating world of insider trading and examines her top picks for resilient dividend stocks. Jenny's expertise makes for a thought-provoking exploration of investing amidst uncertainty!

George Kurtz, the President and CEO of CrowdStrike, delves into the booming cybersecurity landscape, emphasizing a projected $250 billion market opportunity. He discusses how advancements in AI are reshaping security protocols and the significance of Alphabet's recent acquisition of Wiz. Kurtz explains CrowdStrike's financial strategies under the 'Rule of 40,' and how resilient SaaS models are crucial even during economic downturns. The episode highlights the importance of talent acquisition and innovative approaches like Falcon Flex to stay ahead in a competitive industry.

Steve Pavlick, Principal at Mindset and former Trump trade official, joins to shed light on the intricacies of current tariffs and their impact on the stock market. He discusses the volatility faced by major companies like Apple amidst trade negotiations and the implications of financial policies. Pavlick critiques the disconnect between economic narratives and real challenges, highlighting concerns over recession and its effects on investor strategies. He provides listeners with a forward-looking perspective on navigating today’s turbulent economic landscape.

Steve Quirk, Chief Brokerage Officer at Robinhood, shares his insights on the current retail investor landscape and the dramatic impacts of recent tariff changes on the market. He discusses the volatility affecting tech giants like Meta and Apple, as well as the role of platforms like Robinhood in shaping new trading behaviors among younger investors. The conversation also covers the rise of leveraged ETFs, the essential skills needed for modern investing, and how financial services can engage a tech-savvy clientele.

Hear about the impact of tariffs on the economy and a bearish outlook from Goldman Sachs. Explore the implications of 'Liberation Day' and recent sector shifts, including healthcare gains and tech declines. Dive into OpenAI's record-breaking funding and its ripple effects in the tech world. Additionally, get insights on investing in struggling stocks like Nike amidst market volatility. The discussion highlights the challenges of navigating a tech-driven job landscape while addressing economic resilience in uncertain times.

Join entrepreneur Joe Lonsdale, founder of Palantir and 8VC, and Jacob Miller, chief solutions officer at Opto, as they dive into the fascinating world of AI and entrepreneurship. They explore how private markets are being democratized and the implications of current investment trends amidst a shifting economy. Lonsdale and Miller discuss the potential and challenges of AI's impact on jobs, the intricacies of investment liquidity, and the role of American innovation in tech and defense, with a nod to the quirky influence of personalities like Elon Musk.

Andrew Beer, a hedge fund replication pioneer, and Sam Ro, founder of the investment newsletter Ticker, dive into the complexities of market dynamics and the evolving landscape of alternative investments. They discuss the challenge of navigating trade wars and the real value of hedge funds. The conversation shifts to the intriguing effects of corporate greed on capitalism and how this influences investor behavior. They also explore the intricacies of private credit ETFs and the implications of ongoing tariff negotiations on the U.S. economy.