The Compound and Friends

Josh Brown · en · 613 episodes

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/

feed: https://feeds.megaphone.fm/TCP4771071679

site: https://thereformedbroker.com/podcast

last checked 2026-10-07 12:56 · HTTP 200

Relationship map

company personsolid = outgoing · dashed = incoming

What this show connects to

→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT? · 2026-09-29
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets · 2026-09-28
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2…
Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buff… · 2026-09-22
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Stocks Aren't as Expensive as You Think | WAYT?": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Stocks Aren't as Expensive as You Think | WAYT? · 2026-09-08
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%8…
Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zit… · 2026-09-01
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%8…
Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes fli… · 2026-08-25
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas · 2026-08-24
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81…
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sh… · 2026-08-18
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%8…
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expe… · 2026-08-11
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Is IMAX a Screaming Buy? With Rich Gelfond": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Is IMAX a Screaming Buy? With Rich Gelfond · 2026-08-10
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%8…
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin C… · 2026-08-04
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%…
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s O… · 2026-07-28
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally · 2026-07-21
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Sto… · 2026-07-13
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%…
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all St… · 2026-07-14
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI? · 2026-07-07
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt · 2026-06-30
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "The Most Invincible Career Path in Finance": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
The Most Invincible Career Path in Finance · 2026-06-22
→ references The Compound Media company

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evidence rules-v5
Link in episode "Invest in the Robot Revolution or Be Crushed by It": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Invest in the Robot Revolution or Be Crushed by It · 2026-06-29
→ references The Compound Media company

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evidence rules-v5
Link in episode "Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta · 2026-06-23
→ references The Compound Media company

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evidence rules-v5
Link in episode "Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade · 2026-06-16
→ references The Compound Media company

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evidence rules-v5
Link in episode "Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81…
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri … · 2026-06-09
→ references The Compound Media company

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evidence rules-v5
Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell … · 2026-06-08
→ references The Compound Media company

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evidence rules-v5
Link in episode "What You Need to Survive a Bull Market": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
What You Need to Survive a Bull Market · 2026-06-02
→ references The Compound Media company

0.77

evidence rules-v5
Link in episode "Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%…
Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisite… · 2026-10-06
→ references The Compound Media company

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evidence rules-v5
Link in episode "It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%8…
It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Sto… · 2026-05-20
→ references The Compound Media company

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evidence rules-v5
Link in episode "SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%…
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF L… · 2026-05-26
← appeared on Jonathan Boyar person

0.68

evidence rules-v5
People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar
People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar · 2026-09-25
← appeared on Ed El person

0.68

evidence rules-v5
Is Gen Z Completely Cooked? With Ed Elson
Is Gen Z Completely Cooked? With Ed Elson · 2026-10-02
← appeared on Jens Nordvig person

0.68

evidence rules-v5
The Most Interesting Macro Moment of My Lifetime with Jens Nordvig
The Most Interesting Macro Moment of My Lifetime with Jens Nordvig · 2026-09-11
← appeared on Dan Skelly person

0.68

evidence rules-v5
How to Pick Stocks Like Morgan Stanley With Dan Skelly
How to Pick Stocks Like Morgan Stanley With Dan Skelly · 2026-09-04
← appeared on Ed Zitron person

0.68

evidence rules-v5
The Four Horsemen of the AI Apocalypse with Ed Zitron
The Four Horsemen of the AI Apocalypse with Ed Zitron · 2026-08-28
← appeared on Michael Santoli person

0.68

evidence rules-v5
How to Play the Money Game with Michael Santoli
How to Play the Money Game with Michael Santoli · 2026-08-21
← appeared on Nick Colas person

0.68

evidence rules-v5
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas · 2026-08-24
← appeared on Bill Ackman person

0.68

evidence rules-v5
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sh… · 2026-08-18
← appeared on Rich Gelfond person

0.68

evidence rules-v5
Is IMAX a Screaming Buy? With Rich Gelfond
Is IMAX a Screaming Buy? With Rich Gelfond · 2026-08-10
← appeared on Ed Yardeni person

0.68

evidence rules-v5
The Man Who Called the Roaring 2020s with Ed Yardeni
The Man Who Called the Roaring 2020s with Ed Yardeni · 2026-08-07
← appeared on Alex Kantrowitz person

0.68

evidence rules-v5
Why Demand for Compute Is About to Explode With Alex Kantrowitz
Why Demand for Compute Is About to Explode With Alex Kantrowitz · 2026-07-31
← appeared on Datatrek’s Nick Colas and Jessica person

0.68

evidence rules-v5
The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe
The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Sto… · 2026-07-13
← appeared on Michael Cembalest person

0.68

evidence rules-v5
The Real Ticking Time Bomb with Michael Cembalest
The Real Ticking Time Bomb with Michael Cembalest · 2026-07-10

Episodes

Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | …

2026-10-06 · 62 min · The Compound and Friends · 12 entities
Is Gen Z Completely Cooked? With Ed Elson

2026-10-02 · 84 min · The Compound and Friends · 10 entities
Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?

2026-09-29 · 75 min · The Compound and Friends · 12 entities
Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets

2026-09-28 · 45 min · The Compound and Friends · 10 entities
People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar

2026-09-25 · 68 min · The Compound and Friends · 10 entities
Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away

2026-09-22 · 66 min · The Compound and Friends · 9 entities
Tom Lee and Dan Ives Explain Everything

2026-09-18 · 55 min · The Compound and Friends · 8 entities
The Most Interesting Macro Moment of My Lifetime with Jens Nordvig

2026-09-11 · 67 min · The Compound and Friends · 9 entities
Stocks Aren't as Expensive as You Think | WAYT?

2026-09-08 · 46 min · The Compound and Friends · 11 entities
How to Pick Stocks Like Morgan Stanley With Dan Skelly

2026-09-04 · 89 min · The Compound and Friends · 10 entities
Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron

2026-09-01 · 70 min · The Compound and Friends · 10 entities
The Four Horsemen of the AI Apocalypse with Ed Zitron

2026-08-28 · 87 min · The Compound and Friends · 9 entities
Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight

2026-08-25 · 72 min · The Compound and Friends · 9 entities
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas

2026-08-24 · 43 min · The Compound and Friends · 10 entities
How to Play the Money Game with Michael Santoli

2026-08-21 · 85 min · The Compound and Friends · 10 entities

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