The Compound and Friends

Episodes

• Mike Francesa drops by, Jamie Dimon's letter, stock market shortage, the case for AppLovin

  Apr 9, 2024

  Not summarized yet

• Salt of the Earth

  Apr 5, 2024

  Not summarized yet

• Investing Ideas From Jason Hsu, a Stock Market “As Good as It Gets”, Why the Fed Should Stop Talking

  Apr 2, 2024

  Not summarized yet

• High Conviction Stocks

  Mar 29, 2024

  Not summarized yet

• Big Opportunities in Corporate Bonds With Dave Albrycht

  Mar 26, 2024

  Not summarized yet

• If You're Not Bullish Now...

  Mar 22, 2024

  Not summarized yet

• Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

  Mar 19, 2024

  Not summarized yet

• Inflation in Plain English

  Mar 15, 2024

  Not summarized yet

• Finding the next Mag 7 stocks, Europe rallying with Drew Dickson

  Mar 12, 2024

  Not summarized yet

• Will It End Badly?

  Mar 8, 2024

  Not summarized yet

• No Worries with Jared Dillian, Josh pitches IMAX, private credit worries

  Mar 5, 2024

  Not summarized yet

• Warren Buffett’s Margin of Safety

  Mar 1, 2024

  Not summarized yet

• Eli Manning comes by to talk investing, should you buy the Reddit IPO, Warren Buffett's new letter

  Feb 28, 2024

  Not summarized yet

• The One With Ryan Detrick

  Feb 23, 2024

  Not summarized yet

• Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story

  Feb 20, 2024

  Not summarized yet

• The Magnificent 7 Is a Bubble

  Feb 16, 2024

  Not summarized yet

• They don't usually ring a bell at the top, but...

  Feb 14, 2024

  Not summarized yet

• Michael Cembalest Returns

  Feb 9, 2024

  Not summarized yet

• SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz

  Feb 7, 2024

  Not summarized yet

• The Battle for Disney With Professor Jeffrey Sonnenfeld

  Feb 6, 2024

  Not summarized yet