The Compound

In this TCAF 225 episode, the hosts dissect the ongoing commodity super‑cycle, expose common investor biases, and detail their systematic “fade the consensus” strategy that targets sell‑side analysts, asset managers, journalists and economists. They then apply that framework to reveal the top stock and sector ideas they expect to outperform in 2026, including AI‑driven plays, high‑cash‑flow renewable energy firms and fast‑growing semiconductor suppliers.

In this interview, CrowdStrike CEO George Kurtz explains that the biggest cybersecurity threat in 2026 is the rise of agentic AI‑driven attacks, which let threat actors infiltrate networks in minutes, operate autonomously without traditional command‑and‑control, and exploit compromised identities and browsers as the new perimeter. He outlines how CrowdStrike is countering this shift with its Falcon platform, continuous‑runtime identity technology, and recent acquisitions focused on securing AI agents and browsers.

In this episode of Animal Spirits, Michael and Ben break down the latest market moves—from Innovator’s new quarterly dual‑directional ETFs and the debate over credit‑card rate caps to housing policy, labor trends, AI‑driven productivity, and the political fallout that could shape a 2026 rally. Their candid, data‑driven conversation blends humor with deep analysis, offering listeners a clear view of whether the stock market can truly be considered invincible.

In this TCAF 224 episode, award‑winning financial journalist Andrew Ross Sorkin discusses his new book “1929,” explaining why today’s market turmoil differs from the Great Depression era thanks to modern regulations, technology, and financial structures. The conversation mixes personal anecdotes about his Long Island background with behind‑the‑scenes research, offering a lively look at financial history, current risks, and the future of economic crises.

.In this episode of Animal Spirits, hosts Michael and Ben kick off the new year with a mix of personal stories—recovering from the flu, a quirky movie night, and a quick Y Charts sponsor plug—before diving into their market outlook for 2026. They break down the dominance of AI and the “Mag‑7,” examine why valuations have stayed high, explore the surprising outperformance of international stocks, and lay out their predictions for equity returns, interest rates, and economic conditions in the coming year.

In this episode of Animal Spirits, Michael and Ben explore the best and worst performing stocks in 2025, highlighting significant trends in technology and consumer debt. They also discuss their personal experiences at Universal Studios and Disney, as well as insights on maintaining healthy investment strategies amidst market fluctuations.

In this episode of Animal Spirits, Michael and Ben discuss the potential risks facing the market in 2026, including concerns over tech valuations and AI enthusiasm. They also explore recent economic trends, the dynamics of household wealth in stocks versus real estate, and the implications of rising cash balances among consumers.

In this episode, experts discuss the significant merger battle between Netflix and Paramount over Warner Brothers, exploring the implications for the entertainment industry and consumers alike. Guest Bill Cohen provides insider insights on the potential outcomes and strategies of both companies in a rapidly evolving media landscape.

In this episode of Animal Spirits, Michael and Ben analyze the complex narratives driving the stock market as it reaches all-time highs despite significant declines in major tech companies. They discuss the contrasting strength of smaller stocks, the evolving outlook on AI investments, and the importance of understanding market dynamics as we head into 2026.

In this episode of Ask the Compound, Ben Carlson discusses essential topics every stock market investor should be aware of, including the importance of understanding market cycles and automating investment strategies. He also introduces helpful financial tools and shares insights on managing portfolio risks effectively.

Join Dan Ives and Neil Dutta as they delve into the compelling intersection of AI optimism and macroeconomic skepticism. They discuss Tesla's surge, the future of autonomous vehicles, and the nuances of the labor market amidst rising investor concerns—all while exploring the broader implications of AI on the economy.

In this engaging episode of TCAF, the hosts discuss the bustling atmosphere of New York City, its recovery post-pandemic, and the imminent milestone of the Dow reaching 50,000. Join them as they explore market trends, economic insights, and the impact of technology on various sectors while enjoying an informal chat with a few industry experts.

Join host Ben Carlson on Ask the Compound as he explores the longevity of the current bull market, diving into its potential origins and the impact of economic trends. Featuring insights from expert Yurin Timmer of Fidelity Investments, the discussion covers various topics including inflation rates, the AI bubble timeline, and the relevance of the traditional 60/40 investment portfolio.

In this episode of Animal Spirits, hosts Michael and Ben dive into the financial landscape, discussing the performance of tech stocks, investment strategies for the unpredictable market, and the significance of international stocks outperforming U.S. equities. They also share insights on predictions for the coming years, the impact of private investment trends, and amusing anecdotes about navigating wealth perceptions and financial literacy.

In this episode of "What Are Your Thoughts?", Downtown Josh Brown and co-host Michael Batnik discuss the implications of choosing between a lump sum of one million dollars or a lifetime annuity of one thousand dollars per week. The conversation dives into financial strategies, lifestyle considerations, and the psychological impacts of sudden wealth, highlighting how personal circumstances can influence the decision-making process.

In this episode of Animal Spirits, Josh and Shawn Brown dive deep into the financial data that shaped 2025, discussing market corrections and investor sentiment amidst a backdrop of economic discontent. The conversation highlights the disparity between rising expectations and the realities of affordability, exploring how societal perceptions of wealth and stability have evolved dramatically over time.

Join Josh Brown and co-host Michael Batnik as they dive into the latest episode of "What Are Your Thoughts?" In this engaging discussion, they explore market trends, the significance of broken compounders in the investment landscape, and welcome guest Adam Parker from TVector Research to share insights on navigating stock downturns and finding opportunities in a shifting financial environment.

In this insightful video, seasoned investors Nicolas and Jessica Rae reflect on the three biggest investing lessons from 2025, highlighting the significant impact of economic policy on market stability and growth. They discuss how unexpected market dynamics, corporate profitability, and the need for adaptable strategies continue to shape investment decisions as we move into 2026.