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The Compound and Friends
by THE COMPOUND
487 EPISODES
Feb 2021
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The Case for a Year-End Melt-Up
THE COMPOUND
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
THE COMPOUND
Quality in the Streets, Momentum in the Sheets
THE COMPOUND
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood
THE COMPOUND
Eric Jackson and the Search for the Next 100 Bagger
THE COMPOUND
Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report
THE COMPOUND
What Did the Fed Actually Say?
THE COMPOUND
Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon
THE COMPOUND
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
THE COMPOUND
It’s Only a Bubble If You Panic
THE COMPOUND
Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear
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There's Never Just One Cockroach
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Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders
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Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.
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Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble
THE COMPOUND
Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market Indicators
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How Peter Lynch Became The Greatest Fund Manager Of All Time
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How to Earn Stock Market Returns With Half the Risk
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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
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Tom Sosnoff Will Teach You Trading
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Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
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$1.5 Trillion Money Manager Jenny Johnson Speaks Out
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The Truth Behind Private Equity’s Megaboom
THE COMPOUND
Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts
THE COMPOUND
The Bull Market in Electricity
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Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview
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Tom Lee Says It's Still Early
THE COMPOUND
Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole
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Does the Stock Market Know Something We Don’t?
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Things People Say in a Bull Market
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The Week We All Found Out
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Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks
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Why Valuations Don't Matter
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Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
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Meme Stocks or Manipulation?
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Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign
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Everybody's Wrong
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Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview
THE COMPOUND
Reasons to Remain Overweight
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How Does Apple Get Its Mojo Back?
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When Will the AI Bubble Pop?
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Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs
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Statement Risk
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The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation
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Why Defensive Stocks Have Disappeared
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Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT
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The Next Big Short is the Trade War
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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models
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Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor
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Why Initial Jobless Claims Could Blow Up the Stock Market
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