The Compound and Friends
Summary
The Compound and Friends is hosted by Josh Brown covering Artificial Intelligence (AI), International Equities, Private Credit, and OpenAI. Notable guests include Robin Gru (CEO, Man Group), Jeremy Grantham (Co-founder and Long-term Investment Strategist, GMO), Ben Carlson (Director of Institutional Asset Management, Ritholtz Wealth), and Tom Lee (Co-founder, CIO, and Head of Research, Fundstrat Global Advisors). Episodes span from Jan 2026 to Mar 2026.
The market is experiencing a "stealth" correction, with 40% of S&P 500 stocks in a bear market despite the index's modest drawdown, leading to conflicting sentiment among analysts. Private credit i...
Man Group's base case is a modest U.S. recession, contingent on a potential slowdown in AI capital expenditures, which has been a primary driver of recent GDP growth. The market is experiencing ext...
Tom Lee presents a bullish outlook for the year, anticipating a strong start followed by a significant, 'bear market-like' drawdown that ultimately resolves higher. Major IPOs from OpenAI and a com...