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The Compound and Friends
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Expected Returns

1 tim 15 min•10 december 2021

On this week's episode of The Compound & Friends, Michael Batnick, Ben Carlson, Shannon Saccocia and Downtown Josh Brown discuss: unemployment, earnings, expected returns, international stocks, asset price inflation, tech IPOs, fintech, and more!


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It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks
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Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
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Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
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The System is Broken, You Should Get Rich Anyway with Haley Sacks
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The Investor Utopia is Here with Eric Balchunas
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AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
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How to Find 100 Bagger Stocks
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Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
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Why Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sechan
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