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Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview

On this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. Fr…

8 months, 2 weeks ago

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Reasons to Remain Overweight

On episode 199 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Ryan Detrick and Sonu Varghese …

8 months, 3 weeks ago

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How Does Apple Get Its Mojo Back?

On this TCAF Tuesday, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchun…

8 months, 3 weeks ago

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When Will the AI Bubble Pop?

On episode 198 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market c…

8 months, 4 weeks ago

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Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs

On this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to disc…

8 months, 4 weeks ago

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Statement Risk

On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO …

9 months ago

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The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation

On this TCAF Tuesday, Josh Brown sits down with Ric Edelman, Founder of Edelman Financial Engines to discuss: how far Bitcoin has come, the correct B…

9 months, 1 week ago

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Why Defensive Stocks Have Disappeared

On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Matt Cerminaro and Tod…

9 months, 1 week ago

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Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠!


This episode is s…

9 months, 2 weeks ago

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The Next Big Short is the Trade War

On episode 196 of The Compound and Friends, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ are joined by Steve Eisman to discuss: behind-the-sce…

9 months, 2 weeks ago

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