The Compound and Friends
Episodes
The Four Horsemen of the AI Apocalypse with Ed Zitron
Ed Zitron, founder of EZPR, argues that the AI boom is a bubble driven by unsustainable capex from hyperscalers reliant on unprofitable startups like OpenAI and Anthropic.
Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight
The hosts discuss the anticipatory nature of stock markets, analyzing a bearish op-ed by former Fed official Bill Dudley regarding an AI bubble burst by 2027.
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas
Hosts welcome Nick from Datatrek Research to discuss rising 30-year Treasury yields driven by higher real rates, fiscal deficits, and AI-related corporate borrowing.
How to Play the Money Game with Michael Santoli
Josh Brown and Michael Batnick interview CNBC’s Michael Santoli, who reflects on his career in financial journalism and his famous "Mystery Broker" column.
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
The hosts discuss rising long-term bond yields, attributing them to global debt concerns and corporate issuance rather than immediate economic weakness.
It's a bull market and nobody drinks anymore.
Host Josh Ritholtz and guest Todd Sohn discuss the record-breaking surge in ETF launches, highlighting new low-cost issuers like Corgi and the rise of thematic funds.
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Josh Brown and Michael Batnick analyze "tradable lows" in stocks like Meta, Uber, and Home Depot, emphasizing technical support levels and risk management.
Is IMAX a Screaming Buy? With Rich Gelfond
Rich Gelfand, CEO of IMAX, discusses the company's pivotal role in Hollywood, highlighting how IMAX releases are now essential for blockbuster success.
The Man Who Called the Roaring 2020s with Ed Yardeni
Dr.
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
Hosts Josh Brown and Michael Batnick analyze SpaceX’s strong Q1 earnings and Palantir’s massive revenue growth, noting the latter’s 30% stock surge.
Why Demand for Compute Is About to Explode With Alex Kantrowitz
Hosts Josh Brown and Michael Batnick welcome Alex Kantrowitz to discuss the rapid evolution of AI, highlighting OpenAI’s explosive user growth and revenue.
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
Hosts Josh and Michael preview earnings for Microsoft, Meta, Amazon, and Apple, focusing on AI capex guidance and market reactions.
How Ron Baron Became the Greatest Fund Manager of All Time
Ron and Michael Baron discuss their firm’s mission, principles, and massive success with long-term investments in Tesla and SpaceX.
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally