The Compound and Friends

Head Economist Neil Dutta joins to discuss Federal Reserve actions, small caps, recession concerns, and election effects. Topics include market reactions, unemployment rates, inflation, and consumer income growth. Lighthearted banter includes being the 'hottest economist', TV shows, music preferences, and golf experiences.

CEO of CrowdStrike, George Kurtz, discusses cybersecurity, AI opportunities, and shareholder value. Analysis includes high beta stocks outperforming low volatility, financial sector trends, and the case for investing in well-known stocks over obscure alternatives.

The podcast discusses Nike's struggles, BlackRock's acquisition, Trump vs Biden impact, US stocks outperforming EU stocks, challenges for small cap companies, and stock market analysis with investment considerations.

Jeremy Siegel and Jeremy Schwartz join the hosts to discuss Stocks for the Long Run, beating inflation, AI stocks vs tech bubble, housing market, small caps, and more. The chapter explores inflation impact on prices, former student turned business partner bond, stock market valuations, overnight rates influence, tech sector performance, international markets analysis, and valuation-sensitive approach to Indian shares launch.

Nick Colas and Jessica Rabe from DataTrek Research discuss market misconceptions, Nvidia's performance, energy stocks, the Sahm Rule Recession Indicator, and more. They explore recessions, market dynamics, and trading patterns, touching on Geneva trips, market analysis for 2024, stock growth, and Nvidia's potential corrections. Insights on stock trends, real estate performance, and wealth management wrap up the episode.

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins to discuss small cap stocks, Nvidia's valuation, short interest, potential upside surprises, mortgage rates, and more. They delve into market trends, AI focus, economic recovery, small cap vs. large cap stocks, earnings manipulation, and investor sentiment.

Media Reporter Alex Sherman discusses Bob Iger's Disney strategies, NBA rights, streaming services landscape. Financial podcast delves into market sentiment, S&P 500 forecasts, Elon Musk's Tesla compensation, crypto influence on politics, and Wells Fargo's Bilt Card challenges.

Alicia Levine from BNY Wealth reveals insights on managing $300 billion for clients, market risks, GameStop, rising valuations, and the impact of inflation on the economy. The discussion also covers shifting cash and fixed income investments, housing challenges, and exploring different podcasts for valuable insights.

Kyla Scanlon, founder of Bread and author of 'In This Economy?', discusses personal finance and her book design. Topics include social media's impact on economic understanding, challenges faced by young individuals, Apple's WWDC reaction, AI advancements, inflation concerns, market concentration, and analysis of McDonald's and semiconductor stocks.

Tech industry expert Eric Jackson and tech journalist Alex Kantrowitz join the hosts to discuss Roaring Kitty's return, Apple's WWDC, AI powered phones, bear arguments for Nvidia, Tesla drawdown, Elon Musk's future as CEO, and more tech industry insights.