The Compound and Friends
601 episodes — Page 1 of 13
Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight
Aug 25, 20261h 11m
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas
Aug 24, 202643 min
How to Play the Money Game with Michael Santoli
Aug 21, 20261h 24m
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
Aug 18, 20261h 11m
It's a bull market and nobody drinks anymore.
Aug 14, 20261h 4m
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Aug 11, 20261h 1m
Is IMAX a Screaming Buy? With Rich Gelfond
Aug 10, 202644 min
The Man Who Called the Roaring 2020s with Ed Yardeni
Aug 7, 20261h 15m
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
Aug 4, 20261h 5m
Why Demand for Compute Is About to Explode With Alex Kantrowitz
Jul 31, 20261h 26m
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
Jul 28, 202648 min
How Ron Baron Became the Greatest Fund Manager of All Time
Jul 24, 20261h 14m
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally
Jul 21, 20261h 1m
You’re About to See the Real AI Winners Stand Up
Jul 17, 20261h 28m
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
Jul 14, 202659 min
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
Jul 13, 202638 min
The Real Ticking Time Bomb with Michael Cembalest
Jul 10, 20261h 17m
Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?
Jul 7, 20261h 2m
Brian Belski Returns!
Jul 3, 20261h 16m
Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt
Jun 30, 20261h 5m
Invest in the Robot Revolution or Be Crushed by It
Jun 29, 202642 min
Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese
Jun 26, 20261h 6m
Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta
Jun 23, 20261h 14m
The Most Invincible Career Path in Finance
Jun 22, 202640 min
The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
Jun 19, 20261h 4m
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
Jun 16, 20261h 8m
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn
Jun 15, 20261h 9m
Why the Knockout Punch Never Comes With Brian Levitt
Jun 12, 20261h 8m
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI
Jun 9, 202657 min
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
Jun 8, 202634 min
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong
Jun 5, 20261h 10m
What You Need to Survive a Bull Market
Jun 2, 20261h 5m
What if It’s Still Early? With Denise Chisholm
May 29, 20261h 7m
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
May 26, 20261h 5m
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck
May 22, 20261h 27m
It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks
May 20, 20261h 10m
Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
May 15, 20261h 19m
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
May 12, 202659 min
The System is Broken, You Should Get Rich Anyway with Haley Sacks
May 11, 202633 min
The Investor Utopia is Here with Eric Balchunas
May 8, 20261h 26m
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
May 5, 20261h 11m
How to Find 100 Bagger Stocks
May 1, 20261h 33m
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
Apr 28, 20261h 6m
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
Apr 24, 20261h 28m
Tom Lee Sees Upside, Apple’s New CEO
Apr 21, 20261h 1m
Why Bubble Talk is Totally Wrong with Ankur Crawford
Apr 17, 20261h 31m
Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode
Apr 14, 20261h 9m
Stocks Took the Stairs Down and the Elevator Up
Apr 10, 20261h 11m
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Apr 7, 20261h 7m
Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth
Apr 6, 202641 min