The Compound and Friends
By The Compound
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
Episodes (4)
The Compound and Friends
What You Need to Survive a Bull Market
The host argues that in today's era of rapid technological disruption, being young and unencumbered by outdated market experience is a critical advantage—contrary to conventional wisdom that experience is always valuable. He draws on Peter Bernstein's 1950s ob
The Compound and Friends
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
The SpaceX IPO isn't just a financial event—it's a historical litmus test for whether we're in a 1997, 1998, or 1999-style tech bubble. Nick Colas argues that the $135/share fixed price, lack of traditional book-building, and retail-driven price discovery mean
The Compound and Friends
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI
The episode opens with a chaotic, humorous live stream from the Knicks game, but quickly pivots to a sharp analysis of Friday’s brutal market sell-off, where AI momentum stocks—led by Nvidia, AMD, and Micron—were hit hardest. The hosts argue this wasn’t a coll
The Compound and Friends
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn
Dan Ivascyn, PIMCO's Group Chief Investment Officer, delivers a stark yet measured warning about the end of a 15-year era of bond market complacency. He argues that the 'rupture' of the post-WWII global order—driven by geopolitical shocks, AI disruption, and a
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