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The Compound and Friends
by THE COMPOUND
460 EPISODES
Feb 2021
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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
THE COMPOUND
Does the Stock Market Know Something We Don’t?
THE COMPOUND
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
THE COMPOUND
Why Valuations Don't Matter
THE COMPOUND
Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
THE COMPOUND
Meme Stocks or Manipulation?
THE COMPOUND
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?
THE COMPOUND
When Will the AI Bubble Pop?
THE COMPOUND
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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The Next Big Short is the Trade War
THE COMPOUND
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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Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO
THE COMPOUND
Real Men Don't Panic Over Bonds
THE COMPOUND
The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump
THE COMPOUND
Warren Buffett vs American Capitalism
THE COMPOUND
Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL
THE COMPOUND
The Soul of a Short-Seller
THE COMPOUND
Rest in Peace, CFA
THE COMPOUND
Every Recession Begins With a Slowdown
THE COMPOUND
Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings
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The Worst Is Still to Come
THE COMPOUND
Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell
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End of an Empire
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How to Tune Out the Noise
THE COMPOUND
The Craziest Week Ever
THE COMPOUND
Crowdstrike and the $250 Billion Opportunity in Cybersecurity
THE COMPOUND
Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance
THE COMPOUND
Bloodbath
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Liberation Day, Goldman Gets Bearish, Falling Knives
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The World According to Joe Lonsdale
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Greed Is Good
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How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
THE COMPOUND
Correction Territory
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Big Market Delusion
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S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook
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Tom Lee to the Rescue
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Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs
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Price-Chasing Donkey
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