The Compound and Friends

Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, shares his expertise on current market trends and investment strategies. He discusses how bull markets conclude and the economic impacts of the trade war. Tom gauges the odds of a recession, while also making a compelling case for Bitcoin reserves. Insights into Tesla's recent struggles and his unique 'Granny Shots' stock picks add flavor to the conversation. Tune in to hear Tom's predictions and strategies for navigating the volatile market landscape!

Market turmoil takes center stage as tariffs disrupt the stock market, raising concerns about consumer prices and economic growth. The hosts delve into Bill Ackman's ambitious strategies to emulate Warren Buffett, all while navigating a complex regulatory landscape. Meanwhile, tax season trends reveal a historical market decline, influenced by sellers offloading stocks. Insights on cryptocurrency highlight shifting behaviors, with Bitcoin aligning closer to traditional markets, as hosts analyze investment opportunities in this volatile environment.

Jim Lebenthal, Chief Equity Strategist at Cerity Partners and a familiar face on CNBC, dives into a treasure trove of investment insights. He unpacks the recent Nvidia earnings report and discusses Apple's commitment to American investments. With a keen eye on market dynamics, Jim shares his favorite stocks and examines the nuances of consumer spending post-pandemic. The conversation also touches on the broader implications of tariffs and reshoring, illuminating the intricate balance between corporate strategies and investor sentiment.

Join Callie Cox, Chief Strategist at Ritholtz Wealth Management, as she dissects the recent "growth scare" affecting the stock market. They dive into the complexities of inflation, the challenges posed by federal layoffs, and the implications of Bitcoin's crash. Callie also shares insights on market downturn strategies, the significance of investor sentiment, and the intriguing shifts in Warren Buffett's investments. With a mix of humor and serious analysis, she helps listeners navigate the turbulent economic waters ahead.

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.