Betting on OpenAI, SpaceX Dust Settles, Josh’...

On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ sit down with Dan Ivascyn, Group Chief Investment Officer at PIMCO, ...  Show more

On episode 246 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Brian Levitt, Chief Global Market Strategist at Invesco⁠⁠⁠⁠⁠⁠⁠⁠⁠ t ...  Show more

On episode 426 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a contrarian, healthcare stocks are cheap, the K-shaped food ...  Show more

On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the i ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Ryan McCormack, Factor and Core Equity Strategist and Paul Schroeder, QQQ Equity Product Strategist at Invesco to discuss: the creation of the Nasdaq 100, where the QQQ ticker comes from, the Nasdaq 100 special rebala ...  Show more

On episode 385 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Warren Buffett's massive cash pile, the performance of the average stock this year, the Polymarket whale, markets in everything, Twitter replies now and then, the cost of college is going down, Bitcoin is ...  Show more