The Compound and Friends

465 Episodes

1. Statement Risk

   Published: 27/06/2025
2. The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation

   Published: 24/06/2025
3. Why Defensive Stocks Have Disappeared

   Published: 20/06/2025
4. Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT

   Published: 17/06/2025
5. The Next Big Short is the Trade War

   Published: 13/06/2025
6. Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

   Published: 10/06/2025
7. Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor

   Published: 06/06/2025
8. Why Initial Jobless Claims Could Blow Up the Stock Market

   Published: 30/05/2025
9. Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO

   Published: 27/05/2025
10. Real Men Don't Panic Over Bonds

    Published: 23/05/2025
11. The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump

    Published: 20/05/2025
12. Warren Buffett vs American Capitalism

    Published: 16/05/2025
13. Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL

    Published: 13/05/2025
14. The Soul of a Short-Seller

    Published: 09/05/2025
15. Rest in Peace, CFA

    Published: 06/05/2025
16. Every Recession Begins With a Slowdown

    Published: 02/05/2025
17. Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings

    Published: 29/04/2025
18. The Worst Is Still to Come

    Published: 25/04/2025
19. Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell

    Published: 22/04/2025
20. End of an Empire

    Published: 18/04/2025