Episode 658: Neal and Toby discuss Nvidia’s earnings and what it means for AI across the tech industry. Then, OpenAI changes its policies for teenagers and retailers are battling over… Jean campaigns. Neal shares his top numbers from reading a week’s worth of news. Then finally the headlines you need to know.
LinkedIn will even give you a $100 credit on you ... Show More
Yesterday
The NFL Has a CTE Problem & Dolly Parton Dies at 80
#919: A new study finds that 1 in 4 NFL players that have passed away within the last decade suffered from CTE. Stanley Druckenmiller, a hedge fund legend, slams Treasury Secretary Scott Bessent on his latest move to calm bond markets, but…it was written by AI? Golf brands Good G ... Show More
33m 47s
May 2024
68. The Skinny On AI and the GPT-4o Update, Meme Stocks Return, and Golf & Finance
Send us Fan Mail In today's episode we share our thoughts on the new Ghat-GPT4o update in light of Apple's controversial commercial, our thoughts on the difference between gambling and investing in light of the GameStop / AMC resurgence, and finally the intersection of golf and f ... Show More
40m 15s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
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
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
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m