The Compound and Friends

The Compound

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Liberation Day, Goldman Gets Bearish, Falling Knives

4/1/2025 • 71 min

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss Liberation Day and tariffs, Mag 7 weakness, CoreWeave, AI and much more! This episode is sponsored by Public. Fund your account at https://public.com/WAYT and get up to $10,000 when you transfer your old portfolio. Sign up for The Compoun… Play episode

The World According to Joe Lonsdale
Greed Is Good
How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
Correction Territory
Big Market Delusion
S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argen…
Tom Lee to the Rescue
Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax…
Price-Chasing Donkey
Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes
Live in Naples with Brian Belski
Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Jo…
It’s Not the Money, It’s the Mood
Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys U…
Stock Shortage
Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazo…
Dan Ives: Still the First Inning for AI
2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex…
The Blue Chips of Junk
How to Spot a Bottom in Stocks
JC's Revenge
Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s …
Dark Matter
Jensen's robots, Zuckerberg bends the knee, AI is the economy
Why Brian Wesbury is Bearish
The Biggest Winners and Losers of 2024
Ladies and Gentlemen, Mr. Harvey Schwartz
Cut Your Losses, Size up Your Winners
Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Rin…
Is Rick Rieder a Bond King?
CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin
The Contrarian
The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin
Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi …
Old Man Yells at the Cloud
Something's Going to Break, We Don't Know What
Buy the Election, Sell the Inauguration
S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robi…
Katie Bar the Door
The Compound's Post-Election Special with Callie, Ben, Michael and Josh
Trading the Election
The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets …
The Intelligent Investor
The Battle for Pfizer Begins
Strength Leads to Strength
Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two
Living in a Post Cycle World
Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback
The Myth of Cash on the Sidelines

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