The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

The Compound and Friends

Fri Jul 26 2024

Ethereum ETFs Are Here

BitcoinEthereumCryptocurrencyWealth ManagementConferences

This episode covers various topics including Bitcoin events, wealth management conferences, the U.S. economy, Ethereum's role in the tech investment landscape, government overhang on crypto, successful launch of ETH ETFs and Bitcoin ETF, price movements of Bitcoin and Ethereum, decentralization and regulation in cryptocurrencies, crypto predictions, unique opportunities and market trends, small caps and internships, adoption of digital assets, and entertainment recommendations.

The Compound and Friends

Tue Jul 23 2024

Consumer Delinquencies Rise, Alphabet and Spotify Earnings, the Wolf Is at the Door for AUM Fees

Wealth ManagementMarket ConditionsRegulatory ProcessesManaged MoneyCybersecurity

The episode covers various topics including wealth management industry insights, the impact of market conditions on advisors' value and fees, regulatory processes and potential impacts on enforcement actions, the shift towards managed money and its impact on brokerages, cybersecurity incident and its impact on CrowdStrike, Spotify's growth and success in the audio streaming market, insights on ConsensusGurus, YouTube, Netflix, and Tesla, financial strain and market instability, market insights and unprecedented events, Vanguard's challenges and tough choices ahead, and stock analysis of Sherman Williams, General Motors, and Chipotle.

The Compound and Friends

Fri Jul 19 2024

Small Caps Rip

Live EventsDestination WeddingsSmall CapsMarket TrendsTech Sector

The episode covers a range of topics including live events post-COVID, destination weddings, small caps and market trends, tech sector and thematic ETFs, market dynamics, Trump's impact on the market, and personal experiences.

The Compound and Friends

Tue Jul 16 2024

The Stock Market Votes Trump, Bank Earnings, AI Skeptics

Trump eventsbank earningswealth management revenuemarket trendsinvestment strategies

The episode covers market reactions to Trump events, bank earnings, wealth management revenue, market trends, investment strategies, AI stock boom, sustainability of AI growth, market sentiments, Amazon stock, sector performance, and private equity.

The Compound and Friends

Fri Jul 12 2024

Is Neil Dutta Too Hot???

emailsFed rate cutsphysical fitnessCPI datamarket reactions

This episode covers a wide range of topics including the impact of emails, Fed rate cuts, physical fitness, CPI data, market reactions, unemployment rate trends, small cap stocks, market movement, housing cycle, rate cut speculations, economic indicators, monetary policy efficacy, transition to normal rate environment, consumer spending, inverted yield curve, consumer inflation expectations, Fed decisions and their economic impact. It also includes discussions on meditation, TV shows, music, a golf trip, and show production.

The Compound and Friends

Tue Jul 09 2024

The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks

CrowdStrikeCybersecurityAI TechnologyStock Market TrendsMigration Trend

This episode covers key insights on CrowdStrike, the importance of cybersecurity, AI technology in cybersecurity, stock market trends, market leadership, and the migration trend to states like Florida. It also discusses financial stocks and a bullish technical setup for Goldman Sachs.

The Compound and Friends

Tue Jul 02 2024

Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming

Nikestock declinefuture prospectsmarket insightsvolatility

The episode covers various topics including Nike's stock decline and future prospects, market insights and volatility, private markets and investment trends, European stocks and the US presidential election, and small caps along with a promising international stock. Key insights include concerns about Nike's future due to strategic missteps, anticipation for market volatility during summer months, the growing popularity of private market assets, differences in trading multiples between Europe and the US, and the performance of small caps and Mercado Libre in Latin America.

The Compound and Friends

Fri Jun 28 2024

Jeremy Spoke on TCAF Today

J. Powellstock returnsinflation challengesstimulusFed's response

This episode covers a wide range of topics including discussions on J. Powell's performance in preventing a recession, long-standing professional relationships, market events, stock returns, inflation challenges, stimulus, inflation, and the Fed's response, Fed's decision-making, historical accuracy, and housing affordability, economy, inflation, and full employment, inflation, tech bubbles, and valuation, NVIDIA's valuation and risks, tech sector performance and small cap underperformance, small value companies, AI technology, and international markets, LVMH, corporate governance, and investing in India, parallel approaches in the trading market and long-term investing.

The Compound and Friends

Tue Jun 25 2024

Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica

Market TrendsUS StocksEnergy StocksNVIDIAUnemployment

This episode covers various market trends, including the rotation of money out of tech, the outperformance of US stocks, and the impact of the upcoming US election. It also discusses the correlation between NVIDIA and the S&P 500, as well as insights into unemployment as an economic indicator. Additionally, it explores the IPO market, commercial real estate, AI theme, and analysis of Amazon and Electronic Arts stocks. The episode concludes with upcoming events and investing advice.

The Compound and Friends

Fri Jun 21 2024

Aggressively Neutral

Gene WilderBurger JointsMarket AnalysisInvestment DecisionsSecular Growth Stocks

This episode covers various topics including Gene Wilder's career and movies, favorite burger joints, market analysis process of Lori Calvacino, investor focus on short-term performance, key tools for investment decisions, importance of ratios in investment analysis, shift towards secular growth stocks, challenges in transition from growth to value investing, crowding in actively managed funds, valuation of top companies and bull market trust, allocation of small caps versus large caps, risks associated with earnings forecasts, and evolution of investment landscape.

Page 1 of 6