The Compound and Friends cover image

The Compound and Friends

Latest episodes

undefined
Jan 31, 2024 • 1h 34min

The Next Trade In AI, Dan Toomey on Gen Z in the Workplace

Dan Toomey, a finance humorist and podcast host, discusses how he creates funny content in finance and the traits of Gen Z. They also touch on topics like reliable news sources, career paths, and the challenges of remote work. The podcast covers market reactions to earnings, Apple's AI game, and the risks in China's property sector.
undefined
Jan 26, 2024 • 1h 14min

How Neil Dutta Predicted "No Landing"

Neil Dutta, an expert in economics and finance, joins Michael Batnick and Downtown Josh Brown in episode 127 of The Compound and Friends. They discuss the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and more! They also explore the potential changes in global markets and the impact on large cap tech companies. Additionally, they delve into social media management, consumer behavior, and the correlation between consumer sentiment and election outcomes.
undefined
Jan 23, 2024 • 1h 6min

Apple’s Vision Pro Sells Out, Netflix Grabs WWE Raw, Welcome to New All Time Highs

The podcast discusses Apple's Vision Pro, Netflix's acquisition of WWE Raw, and the concept of all-time highs. They explore market behavior, the broadening out of the market rally, and the unpredictability of the National Association of Active Investment Managers' exposure index. They also analyze Silicon Valley's investments and their implications for the future of technology.
undefined
Jan 19, 2024 • 1h 34min

Adam Parker Returns

In this podcast, the speakers cover a range of interesting topics including economic conditions, the 2024 market outlook, earnings growth, the impact of interest rates on the wealth effect, absurd prices for orange juice, the relationship between interest rates and multiples for growth stocks, and the impact of buybacks on value stocks. They also share their thoughts on Fargo season and ask for opinions on True Detective.
undefined
Jan 17, 2024 • 1h 36min

The Inside Story of the Bitcoin ETF Race With Matt Hougan, Trading the Hateful Eight, Goldman and Morgan Report

Bitwise CIO, Matt Hougan, shares insights on the Bitcoin ETF approval process. Topics discussed include despised Nasdaq stocks, financial earnings reports, the evolution of Bitwise Asset Management, the labeling and perception of cryptocurrencies, marketing strategies for Bitcoin ETFs, Grayscale's financial struggles, comparisons between Bitcoin ETFs and brokerage accounts, increasing disagreement among forecasters for 10-year interest rates, AI device R1 and Vision Pro, Apple's new product, profitability of buying more AMD stock, and analyzing the spike in VIX and its impact on stock volatility.
undefined
Jan 12, 2024 • 1h 21min

Man On Fire

Dan Ives, technology analyst and commentator joins Michael Batnick and Downtown Josh Brown on the podcast. They discuss the next big thing in technology, Tesla's 2024 outlook, Google's gains in AI, top cybersecurity stocks, and the best CEOs in the tech industry.
undefined
Jan 10, 2024 • 1h 35min

The ETF that beat Buffett and Cathie, YouTube’s takeover, CPI and Bank Earnings

Discussion on successful ETF outperforming Buffett and Cathie Wood, YouTube's potential valuation, CPI and bank earnings. Stock selection process and holding period importance. Underrated stock: Federal Agricultural Mortgage Corporation. Moody's performance and Berkshire Hathaway inspiration. Analyzing SEC's ETF approval and market manipulation. Earnings season and inflation report. Potential of YouTube and future of media. Apple's potential new product and stock valuations. Discussion on CrowdStrike, ransomware attacks, and Coinbase in the Russell 1000.
undefined
Jan 5, 2024 • 1h 43min

How To Find the Biggest Winners

JC Parets, financial analyst and chart expert, and Joe Fahmy, experienced investor, join Michael Batnick and Downtown Josh Brown to discuss a preview of what's to come in 2024, how to find winners, a Bitcoin ETF, and more! They also touch on the observation of overwhelming buying pressure in the stock market, the performance and predictions of Wall Street strategists, and the implications of stock market index performance.
undefined
Jan 3, 2024 • 1h 23min

2024 Predictions, Career Advice, and What Went Right in 2023

Josh Brown discusses career advice for 2024. The speakers analyze recent stock performance, predict future challenges, and reflect on the impact of the pandemic. They discuss dividend growth, market momentum, and tech predictions for 2024. They also analyze Dollar General, Snap, and Meta, and discuss the transition to a subscription business.
undefined
Dec 29, 2023 • 38min

Surprise! A conversation with CrowdStrike CEO George Kurtz

George Kurtz, CEO of CrowdStrike, discusses cybersecurity landscape, use of AI by good and bad actors, CrowdStrike's stock performance, challenges faced by tech companies in 2022, evolution of AI in cybersecurity, Falcon for IT empowering the IT team, fragmentation and growth in the wealth management space, and challenges in handling customer data.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode