The Compound and Friends

Episodes

• Dan Ives: Still the First Inning for AI

  Jan 31, 2025

  DeepSeek is a significant player in tech discussions, influencing stock market predictions and investor strategies.

• 2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz

  Jan 28, 2025

  The regulatory landscape for cryptocurrency is evolving, paving the way for deeper integration into traditional finance.

• The Blue Chips of Junk

  Jan 24, 2025

  Emerging AI technologies have the potential to revolutionize daily tasks but necessitate user trust and specificity.

• How to Spot a Bottom in Stocks

  Jan 21, 2025

  The recent recovery from a significant market downturn suggests that key market indices might be poised for upward movement, but caution remains essential.

• JC's Revenge

  Jan 17, 2025

  Emotional discipline and understanding market cycles can significantly impact long-term investment success.

• Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable

  Jan 15, 2025

  Market psychology remains influential in understanding current market conditions and identifying bubble-like behaviors.

• Dark Matter

  Jan 10, 2025

  Rising bond yields—especially reaching the 5% threshold—can indicate changes in market sentiment and investor behavior.

• Jensen's robots, Zuckerberg bends the knee, AI is the economy

  Jan 8, 2025

  AI is increasingly becoming a significant driver of economic growth, projected to reach nearly 7% of GDP by 2025.

• Why Brian Wesbury is Bearish

  Jan 3, 2025

  Brian Wesbury is bearish on the economic outlook for 2024, citing concerns about excessive government spending and the widening wealth gap.

• The Biggest Winners and Losers of 2024

  Dec 31, 2024

  2024 showcased remarkable performance for big tech, with large companies leading indices significantly.

• Ladies and Gentlemen, Mr. Harvey Schwartz

  Dec 27, 2024

  Not summarized yet

• Cut Your Losses, Size up Your Winners

  Dec 20, 2024

  Not summarized yet

• Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

  Dec 18, 2024

  Not summarized yet

• Is Rick Rieder a Bond King?

  Dec 13, 2024

  Not summarized yet

• CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin

  Dec 11, 2024

  Not summarized yet

• The Contrarian

  Dec 6, 2024

  Not summarized yet

• The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin

  Dec 3, 2024

  Not summarized yet

• Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve

  Nov 27, 2024

  Not summarized yet

• Old Man Yells at the Cloud

  Nov 22, 2024

  Not summarized yet

• Something's Going to Break, We Don't Know What

  Nov 19, 2024

  Not summarized yet