The Compound and Friends

465 Episodes

1. How to Tune Out the Noise

   Published: 4/15/2025
2. The Craziest Week Ever

   Published: 4/11/2025
3. Crowdstrike and the $250 Billion Opportunity in Cybersecurity

   Published: 4/10/2025
4. Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance

   Published: 4/9/2025
5. Bloodbath

   Published: 4/4/2025
6. Liberation Day, Goldman Gets Bearish, Falling Knives

   Published: 4/1/2025
7. The World According to Joe Lonsdale

   Published: 3/31/2025
8. Greed Is Good

   Published: 3/28/2025
9. How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave

   Published: 3/25/2025
10. Correction Territory

    Published: 3/18/2025
11. Big Market Delusion

    Published: 3/14/2025
12. S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook

    Published: 3/11/2025
13. Tom Lee to the Rescue

    Published: 3/7/2025
14. Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs

    Published: 3/4/2025
15. Price-Chasing Donkey

    Published: 2/28/2025
16. Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes

    Published: 2/26/2025
17. Live in Naples with Brian Belski

    Published: 2/21/2025
18. Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress

    Published: 2/18/2025
19. It’s Not the Money, It’s the Mood

    Published: 2/14/2025
20. Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber

    Published: 2/11/2025