Everything the podcasts said · one show
The Compound and Friends
≈ 2–3 a weekRitholtz weekly markets and macro discussion.
In the last 30 days, The Compound and Friends produced 109 attributed ideas; most-discussed: CRWD, JPM, SPCX.
19
Ideas · 7d
109
Ideas · 30d
717
Ideas · all time
82
Episodes
Latest attributed ideas · most recent first
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
26 OCTYESTERDAYHow CrowdStrike Could Double ARR by 2030 with George Kurtz
23 OCT4D AGOAn Economy So Good No One Can Live In It with Jill Schlesinger
23 OCT4D AGOAn Economy So Good No One Can Live In It with Jill Schlesinger
23 OCT4D AGOAn Economy So Good No One Can Live In It with Jill Schlesinger
23 OCT4D AGOAn Economy So Good No One Can Live In It with Jill Schlesinger
23 OCT4D AGOAn Economy So Good No One Can Live In It with Jill Schlesinger
20 OCT1W AGODoubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons
20 OCT1W AGODoubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons
20 OCT1W AGODoubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons
20 OCT1W AGODoubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT2W AGOHow OpenAI Could Cause a US Recession With Steve Eisman