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In today's episode we give you the Skinny on PCE (Personal consumption expenditures), we define "Risk Off", we chat about the news that Kim Kardashian has only raised $120mm of her $1-$2Bn target for her Skky Partners PE fund, talk Netflix and Meta earnings and finally share our take on the TikTok ban.
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Oct 28
Anthropic's S-1 Explained: Everything You Need to Know
Anthropic’s S-1 is finally public, giving investors their first real look under the hood of one of the most anticipated IPOs in years. We dig into the numbers behind the rumored $2 trillion valuation, Anthropic’s growth and profitability story, its massive AI compute commitments, ... Show More
31m 35s
Oct 15
AI Stocks Just Tanked. Why Is Wall Street Talking About Enron?
Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. 0:00 Why Enron matters for the AI conversation right now 5:00 Origins: the gas bank, Lay, Skilling, and Fastow 9:00 Mark-to-market accoun ... Show More
1h 1m
Sep 2022
Kim Kardashian's new PE firm & impact on VC + how Amazon can turn a profit on Rings of Power | E1555
First up, J+M discuss Kim Kardashian's new PE firm and break down what this means for the broader private investing industry (2:29). Then, Lon Harris joins the show to break down the controversy, history, and math around Amazon's Rings of Power series (25:58). (0:00) Today's segm ... Show More
1h 10m
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
Feb 2024
Temu's $2B Marketing Blitz & Campaigns Take to TikTok
Episode 256: Neal and Toby get into why politicians are using TikTok to engage new voters...and new users such as President Biden. Then, Beyoncé shocks the world with the announcement of her country album, but she isn't the only one who's jumping on the bandwagon. Next, Temu look ... Show More
25m 8s
Aug 2023
Kim Kardashian, business genius?
The success of Kim K.’s apparel brand Skims — now valued at $4B — is proving doubters wrong. Plus: China tries to keep teens off screens, Ferrari is having a big year, and more.
Join our hosts Juliet Bennett Rylah, Ben Berkley, and guest, Lestraundra Alfred (Principal Marketing M ... Show More
13m 40s
Jun 2024
Get out of Cash
On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much mo ... Show More
1h 22m
May 2025
S18E3: Nike Backtracks & Why You Should Care About U.S. Bond Yields (Market Outsiders: May 22, 2025)
Send us Fan MailIn this extended Market Outsiders live episode, Namaan and Jenny Rae cut through the noise on tariffs, premium pricing, and why Nike’s betting on affluent consumers.The duo break down a weak 20-year Treasury auction and rising U.S. bond yields - signaling investor ... Show More
55m 49s
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
<p>In this episode, Patrick Bet-David and Home Team will discuss:</p>
<ul>
<li>TikTok CEO being exposed in congress </li>
<li>Michael Jordan selling the Hornets </li>
<li>Lazy people who are not striving to be high achievers </li>
<li>Why work from home will end for million ... Show More
