The Compound and Friends
600 episodes — Page 1 of 12
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas
How to Play the Money Game with Michael Santoli
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
It's a bull market and nobody drinks anymore.
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Is IMAX a Screaming Buy? With Rich Gelfond
The Man Who Called the Roaring 2020s with Ed Yardeni
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
Why Demand for Compute Is About to Explode With Alex Kantrowitz
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
How Ron Baron Became the Greatest Fund Manager of All Time
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally
You’re About to See the Real AI Winners Stand Up
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe
The Real Ticking Time Bomb with Michael Cembalest
Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?
Brian Belski Returns!
Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt
Invest in the Robot Revolution or Be Crushed by It
Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese
Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta
The Most Invincible Career Path in Finance
The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn
Why the Knockout Punch Never Comes With Brian Levitt
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong
What You Need to Survive a Bull Market
What if It’s Still Early? With Denise Chisholm
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck
It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks
Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
The System is Broken, You Should Get Rich Anyway with Haley Sacks
The Investor Utopia is Here with Eric Balchunas
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
How to Find 100 Bagger Stocks
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
Tom Lee Sees Upside, Apple’s New CEO
Why Bubble Talk is Totally Wrong with Ankur Crawford
Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode
Stocks Took the Stairs Down and the Elevator Up
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth
Why Gas Prices Can’t Wreck the Market
On episode 236 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alexandra Semenova and Dan Greenhaus to discuss: oil prices and the market's reaction, the SpaceX IPO, V-shaped recoveries, the opportunity in private credit, the worst stock ever, and much more! This episode is sponsored by Aberdeen Investments and ClearBridge Investments. Learn more at https://www.aberdeeninvestments.com/active-etfs Find out more at https://www.clearbridge.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices