The Compound and Friends

The Compound

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Latest Episodes

Stocks Aren't as Expensive as You Think | WAYT?

9/8/2026 • 46 min

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Chart Kid Matt and Sean Russo for another episode of What Are Your Thoughts and see what they have to say about: the great market re-rating, why falling P/E ratios and record-high price-to-sales multiples can coexist, and whether booming corporate earnings … Play episode

How to Pick Stocks Like Morgan Stanley With Dan Skelly
Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reac…
The Four Horsemen of the AI Apocalypse with Ed Zitron
Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, A…
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick C…
How to Play the Money Game with Michael Santoli
Treasury yields break out, how to invest with Bill Ackman, Workday rumors,…
It's a bull market and nobody drinks anymore.
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for …
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, Leo…
Why Demand for Compute Is About to Explode With Alex Kantrowitz
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Sp…
How Ron Baron Became the Greatest Fund Manager of All Time
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Bio…
You’re About to See the Real AI Winners Stand Up
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welc…
The Number One Question Facing Investors, How the US Became Recession Proo…
The Real Ticking Time Bomb with Michael Cembalest
Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stak…
Brian Belski Returns!
Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin…
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, th…
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…
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How Sp…
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 Sig…
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan V…
It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investi…
Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Fi…
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, Berk…
How to Find 100 Bagger Stocks
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh o…
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sech…
Tom Lee Sees Upside, Apple’s New CEO
Why Bubble Talk is Totally Wrong with Ankur Crawford

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