Welcome to the latest episode of The Compound & Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Jim O’Shaughnessy, Phil Huber and Downtown Josh Brown discuss:
Clips From Today’s Halftime Report
Debating whether Nvidia’s growth is symbolic of problems in the larger market from CNBC. Apple shares surge on report it plans to have an autonomous vehicle by 2025 from CNBC.
How post-pandemic inflation ended last time
The history you should know
Clips From Today’s Closing Bell
The problem now is companies reporting incredible numbers and stocks not moving, says Josh Brown from CNBC.
Welcome to the End of Days
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?
Clips From Today’s Halftime Report
A bullish call on software stocks from CNBC. Here’s what Josh Brown says to do with your tech investments as some big names to sell from CNBC. Final Trades: Macy’s, Uber, Salesforce & more from CNBC.
“Valuation doesn’t matter”
I was accused of saying “Valuation doesn’t matter”
No More Side Quests
People say “less is more” and everyone nods when they hear it.
Man Park
via SNL
Jensen Huang (Nvidia) GTC Keynote Nov 2021
Video
