The Compound and Friends

The Compound

Podcast

Episodes

Latest Episodes

Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s

4/7/2026 • 67 min

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: the Q's, Jamie Dimon, how dividends really work, the openAI IPO, and much more. This episode is s sponsored by Franklin Templeton and Janus Hend… Play episode

Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nem…
Why Gas Prices Can’t Wreck the Market
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections…
Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek
Jonathan Boyar's Favorite Cheap Stocks with Catalysts
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give …
Are We in a Bear Market?
Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credi…
A Sit-Down with Rick Wurster, CEO of Charles Schwab
Trump's 10 Commandments for Business
True or False - Private Credit Is This Generation’s Subprime
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Getting Ready for the “European Kill Switch”
Data Centers Are the New Fracking
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo G…
Big Tech Has Til Year-End…or Else.
Looks Like a Bull Market, Feels Like a Crash
“Unrealized” Capital Gains Tax is Economic Suicide
Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel …
HALO Stocks, Spotify Beats, Robinhood Reports
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President An…
Momentum Stock Slaughterhouse
Software Stocks Melt Down, Palantir Beats, Energy up 12%
Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity…
What Tom Lee's Worried About in 2026
This Is Your Last Chance to Get Rich, Mag 7 Earnings Week
Cullen Roche Drops by to Talk Perfect Portfolios
Jeremy Grantham: Stop Ruining My Perfectly Good Bear Market
Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, t…
These Are the Stocks to Buy In 2026 (with JC Parets)
CrowdStrike’s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026
JPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google Deal
It's not 1929, but it might be - Andrew Ross Sorkin
Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
Welcome to 2026
New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Bald…
These Are Wall Street’s Predictions for 2026
Buy or Die
AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta
It's Like Free Money
Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Sale…
Inside the Robinhood Revolution With Vlad Tenev
Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red a…
Why Oil Could Be Next Year’s Gold
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni,…
The Case for a Year-End Melt-Up
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
Quality in the Streets, Momentum in the Sheets
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftking…

The Compound and Friends RSS Feed

Share: Twitter • Facebook • Embed

Copy embed code: