Podcasts · Investing

The Compound and Friends

396 episodes · 4 with AI analysis

AI Intelligence · across all analyzed episodes

People · top 20

Companies · top 20

Nvidia×4 Amazon×4 Oracle×3 Microsoft×3 Meta×2 Salesforce×2 Uber×2 Apple×2 Tesla×2 Adobe×2 CNBC Micron Technology Waymo Fifth Third Bank Intuit Gap Circle CME Group Showtime Tuttle Capital Management

Topics · top 10

Federal Reserve monetary policy and repo market operationsGlobal liquidity cycles and asset price mechanicsGold and silver rally drivers and central bank purchasingValuation expansion vs earnings growth in equity marketsLeverage and rehypothecation in shadow banking systemForeign capital flows and US market concentration riskPassive investing and 401k structural bid effectsMomentum trading signals and insider buying patternsMargin requirements and volatility managementGeopolitical impacts on reserve currency and asset allocation

Analyzed Episodes

Dec 30, 2025

New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting

Federal Reserve monetary policy and repo market operationsGlobal liquidity cycles and asset price mechanicsGold and silver rally drivers and central bank purchasing

View Analysis

Jan 2, 2026

Welcome to 2026

Turnaround Stock Candidates for 2026Lululemon Activist Proxy Fight and Brand DeclineNike Recovery Thesis and Caitlin Clark Endorsement

View Analysis

Jan 6, 2026

Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator

Semiconductor vs Software Stock PerformanceSavita Subramanian Sell-Side Indicator AnalysisAI Infrastructure vs AI Applications Investment Thesis

View Analysis

Jan 9, 2026

It's not 1929, but it might be - Andrew Ross Sorkin

1929 Crash Historical Parallels and DifferencesFederal Reserve Policy and Interest Rate DecisionsRegulatory Framework and Market Safeguards (SEC, FDIC, Capital Requirements)

View Analysis