Yesterday
Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital
Dan Nathan sits down with Adam Nelson, fintech-focused VC partner, to break down why stablecoins and tokenized real-world assets are set to reshape the financial system. They cover the GENIUS Act’s impact on regulatory clarity, why Circle’s net income now rivals major banks, how ... Show More
37m 21s
Jul 27
Danny Moses: Gold's Make or Break Moment is Here
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Danny Moses discuss rising global yields and stress points in markets, focusing on Japan’s weakening yen, deteriorating bond market, and risks around Japan’s role as a major US Tr ... Show More
28m 33s
Jun 2025
Statement Risk
On episode 197 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More
1h 15m
Mar 2023
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based com ... Show More
1h 56m
Jan 2025
How the New Administration Will Impact Crypto, AI & Tech Globally w/ Ben Horowitz & Salim Ismail | EP #145
In this episode, Ben, Peter, and Salim discuss recent tech, AI, robotics, and crypto news and what the new administration means for tech enthusiasts.
Recorded on Jan 23rd, 2024
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ben Horowitz is a prominent bus ... Show More
1h 5m
Aug 2021
Emerging Technologies and China’s Crackdown on Tech — with Josh Wolfe
Josh Wolfe, the co-founder of Lux Capital, joins Scott to discuss his thoughts on the tech regulations coming out of China, and how investors should be thinking about them. He also discusses the sectors he’s keeping tabs on, including space and the metaverse, and the ones that he ... Show More
55m 46s
Oct 2021
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape 44:56 Tech's global role: are we still in the early days, as opposed to a bubbl ... Show More
1h 27m
Sep 2022
E97: SPAC updates, public/private market overview, Putin's end game & more
0:00 Bestie intros! 1:03 SPAC updates, state of the public/private markets 20:26 US VCs have $290B in dry powder and raised a record amount in H1 2022, is the market nearing a bottom? 31:14 Risks of backing Putin into a corner, Russia's end game, conditions for conflict 50:45 Gov ... Show More
1h 24m
Oct 2023
Talk Your Book: The State of Venture Capital
On today's show, Michael and Ben are joined by Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss: what start-up prices look like today, if the free money era is gone forever, VC return dynamics and the power law, and much more!
Find complete show notes on our b ... Show More
41m 30s
Nov 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phi ... Show More
1h 24m
On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.
Key Insights from the Pod:
Intro (Listen to the last time Josh & Rick were on the pod) (0:00)
The interest rate environment (2:15) ... Show More
<p>Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.</p><br><p>Watch + Subscribe on YouTube:</p><p><a href="https://youtu.be/GSU8CNhQpXE" rel="noopener noreferrer" target="_blank">h ... Show More
