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The Compound and Friends

Latest episodes

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Mar 1, 2024 • 1h 37min

Warren Buffett’s Margin of Safety

Topics discussed include Warren Buffett's communication style, corporate governance, ESG considerations, capital allocation strategies, philanthropic donations, the future of Buffett's annual meeting, and the evolution of leadership and shareholder activism.
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Feb 28, 2024 • 1h 46min

Eli Manning comes by to talk investing, should you buy the Reddit IPO, Warren Buffett's new letter

Former New York Giants quarterback Eli Manning talks investing with BVG, Warren Buffett's annual letter is discussed, Reddit IPO, Berkshire's performance, tech stock insights, ARM Holdings' debut, entertainment industry struggles, and a mystery chart analysis.
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Feb 23, 2024 • 1h 32min

The One With Ryan Detrick

The podcast discusses bullish signals, small caps, the odds of a third bear market in 5 years, Nvidia, election year data, tech integration in traditional sectors, market analysis, small caps performance, market trends, market sentiments, live stream events, favorite TV shows, and diverse topics.
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Feb 20, 2024 • 1h 20min

Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story

The podcast discusses insights from earnings season, correlations between stocks and bonds, Super Micro Computer phenomenon, Nvidia earnings, market pullbacks, inflation, Wawa story, and more
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Feb 16, 2024 • 1h 22min

The Magnificent 7 Is a Bubble

Financial expert Richard Bernstein joins Michael Batnick and Downtown Josh Brown to discuss the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and more!
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Feb 14, 2024 • 1h 2min

They don't usually ring a bell at the top, but...

The hosts discuss topics such as bankruptcy disappearance, buybacks, earnings season update, bond market reaction to CPI report, silliness in growth companies, and Nasdaq stocks. They explore irony, introduce Crain Sharers' Defined Outcome ETFs, and discuss trade-offs in investments, market reaction to inflation data, seeking trillions for chips and AI, US bankruptcy filings, YouTube's revenue sharing, cashback rewards, stock performance, and gratitude to the team.
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Feb 9, 2024 • 1h 45min

Michael Cembalest Returns

Topics discussed in this podcast include antitrust and mag 7 stocks, federal debt, chip supply chains, the 2024 election, Covid lockdown ramifications, weight loss drugs, and more.
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Feb 7, 2024 • 2h 3min

SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz

Tech analyst Dan Ives and journalist Alex Kantrowitz discuss the meltdown of SNAP, Disney earnings, and breakdowns of big tech companies like Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon.
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Feb 6, 2024 • 58min

The Battle for Disney With Professor Jeffrey Sonnenfeld

Prof. Jeffrey Sonnenfeld discusses the shareholder fight for Disney and the upcoming proxy vote. Topics include CEO succession, Nelson Peltz's activist involvement, challenges of addressing social issues in business, and Disney's potential turnaround through cost-cutting measures.
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Feb 2, 2024 • 1h 31min

Charts Out the A**

Warren Pies discusses stocks after all-time highs, the Fed, MMT, election year markets, Mark Zuckerberg as a doomsday prepper, iShares Bitcoin Trust, and more!

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