The Compound and Friends

Cut Your Losses, Size up Your Winners

Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

Is Rick Rieder a Bond King?

In this podcast, Rick Rieder, BlackRock's chief investment officer for Global Fixed Income, shares insights from his career and observations on the current economic landscape. He underscores the value of thorough research and data analysis, pointing to a shift toward a service-oriented economy that is less vulnerable t...

CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin

The Contrarian

In this podcast episode, the hosts dive into a lively discussion about current market trends and investment strategies, emphasizing contrarian perspectives. They explore the future of Bitcoin, the appeal of Asian markets—especially China and Vietnam—the struggles of clean energy stocks, and the possible effects of rene...

The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin

Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve

In this episode of The Compound and Friends, recorded just before Thanksgiving, the hosts and guests dive into the current market landscape and what it means for investors. They explore the implications of record-low corporate credit spreads, strong investor confidence, and high valuations in the S&P 500, debating whet...

Old Man Yells at the Cloud

In this podcast, Cliff Asness, the founder of AQR Capital Management, shares his insights on market efficiency, value investing, and how technology and indexing are reshaping market dynamics. He believes that markets have become less efficient in recent years, which presents both increased risks and opportunities for d...

Something's Going to Break, We Don't Know What

Buy the Election, Sell the Inauguration

S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth

Katie Bar the Door

The Compound's Post-Election Special with Callie, Ben, Michael and Josh

In this post-election episode of the Compound Investing podcast, the hosts delve into the market's enthusiastic response to the election results. They highlight the unexpected stability and notable gains across various asset classes, especially in small-cap stocks and financials. The panelists explore the reasons behin...

Trading the Election

The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox

The Intelligent Investor

The Battle for Pfizer Begins

Strength Leads to Strength

Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two

Living in a Post Cycle World