The Compound and Friends

Episodes

• True or False - Private Credit Is This Generation’s Subprime

  Mar 6, 2026

  Not summarized yet

• Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck

  Mar 4, 2026

  Not summarized yet

• Getting Ready for the “European Kill Switch”

  Mar 2, 2026

  Not summarized yet

• Data Centers Are the New Fracking

  Feb 27, 2026

  Not summarized yet

• Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral

  Feb 25, 2026

  Not summarized yet

• Big Tech Has Til Year-End…or Else.

  Feb 23, 2026

  Not summarized yet

• Looks Like a Bull Market, Feels Like a Crash

  Feb 20, 2026

  Not summarized yet

• “Unrealized” Capital Gains Tax is Economic Suicide

  Feb 18, 2026

  Not summarized yet

• Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz

  Feb 13, 2026

  Not summarized yet

• HALO Stocks, Spotify Beats, Robinhood Reports

  Feb 10, 2026

  Not summarized yet

• Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald

  Feb 9, 2026

  Not summarized yet

• Momentum Stock Slaughterhouse

  Feb 6, 2026

  Not summarized yet

• Software Stocks Melt Down, Palantir Beats, Energy up 12%

  Feb 3, 2026

  Not summarized yet

• Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber

  Feb 2, 2026

  Not summarized yet

• What Tom Lee's Worried About in 2026

  Jan 30, 2026

  Not summarized yet

• This Is Your Last Chance to Get Rich, Mag 7 Earnings Week

  Jan 28, 2026

  Not summarized yet

• Cullen Roche Drops by to Talk Perfect Portfolios

  Jan 26, 2026

  Not summarized yet

• Jeremy Grantham: Stop Ruining My Perfectly Good Bear Market

  Jan 23, 2026

  Not summarized yet

• Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitan

  Jan 20, 2026

  Not summarized yet

• These Are the Stocks to Buy In 2026 (with JC Parets)

  Jan 16, 2026

  Not summarized yet