Zortix
Ask Zortix…⌘KSign in
Everything the podcasts said · one show
The Compound and Friends
≈ 2–3 a week

Ritholtz weekly markets and macro discussion.

In the last 30 days, The Compound and Friends produced 138 attributed ideas; most-discussed: NVDA, JPM, MSFT.

24
Ideas · 7d
138
Ideas · 30d
724
Ideas · all time
79
Episodes
Latest attributed ideas · most recent first
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
Housing market is worst since financial crisis
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDELENOpen in Zortix →
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
Oracle's backlog a single-point failure
SHOWS SPLIT17 SHOWS · NOT ALL ON THE SAME SIDEORCLOpen in Zortix →
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
16 OCT3D AGOHow OpenAI Could Cause a US Recession With Steve Eisman
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
Consumer stocks broadly getting smoked
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEPEPOpen in Zortix →
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
JPMorgan's wealth management behemoth
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEJPMOpen in Zortix →
13 OCT6D AGOJosh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
9 OCT1W AGOThis Is Where the Rubber Meets the Road, with Jurrien Timmer
Stealth correction driven by rising rates
SHOWS SPLIT19 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
9 OCT1W AGOThis Is Where the Rubber Meets the Road, with Jurrien Timmer
9 OCT1W AGOThis Is Where the Rubber Meets the Road, with Jurrien Timmer
9 OCT1W AGOThis Is Where the Rubber Meets the Road, with Jurrien Timmer
9 OCT1W AGOThis Is Where the Rubber Meets the Road, with Jurrien Timmer
9 OCT1W AGOThis Is Where the Rubber Meets the Road, with Jurrien Timmer
IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION