Thanks to Public for sponsoring this episode. Go to www.Public.com and activate options trading by March 31st to lock in your lifetime rebate.

@jonjone661

4 ай бұрын

Michelle Obama is the 3rd most likely candidate for next president on Fanduel. As inconsequential as that is, she would raise some money, get large portions of the population on her side and she’s less than 95 haha.

These shows just keep getting better. Great job of talking about politicized subjects while staying nonpartisan. I always feel smarter after listening to your guests, and I can use all the help I can get.

@midwestcannabis

4 ай бұрын

PEEEEEEEEEEEEEBBBBBBBBBBBBBZZZZZZZZZZZZ 🥳✌️🥳✌️🥳🥳

@mclaughlin2008

4 ай бұрын

Agreed. I appreciate that he called out both sides of the issues and I too wish for more nuance.

@chrishayes7966

4 ай бұрын

I may be the #1 angler who listens to this.

It's getting redundant. Every single TCAF episode is must watch TV. Great job Josh and Michael

Every week. Fire guests Josh and Michael. Amazing job man y’all killing it.

I met Michael Cembalest once about 10 years ago when I worked for JPM. It’s like meeting Jordan or Brady for investment bankers.

@sameluckyguy

4 ай бұрын

A gentleman and teacher

@haroldb6773

4 ай бұрын

Didn’t happen

Love the vibe coming in, had me hooked instantly as a Midwest Italian.

@FrizzelFry

4 ай бұрын

Midwest Italian - first time I heard that one. I love it

You guys don’t fail when it comes to guest/topics and everything in between. Best show in media (ANY) hands down. Michael Cembalest is fun to listen to; His vast knowledge of so many subjects.INCREDIBLE!🔥🔥🔥🔫

I didn't realize how a wide of a breadth of market impacting topics that Michael Cemblast could talk on. What a great interview.

Amazing episode. I've watched both of his appearances and the man is smart af. Top 3 guest all time.

@TheCompoundNews

4 ай бұрын

Love to hear it, thanks!

Incredible man with broad and deep intelligence. Thanks, Compound!

@TheCompoundNews

4 ай бұрын

Thanks for watching, David!

He was skeptical the first time but was like a kid in a candy store this session. Made me tear up a little.

After this episode I went on a Michael Cembalest binge and now I'm subscribed to his Eye on the Market podcast. He said in another interview because of his position, he reads like 2000 pages a week of stuff.

Michael Cembalest is a fantastic guest. Please sign this guy to a max contract!

Go ahead and put this guy on the Mount Rushmore of guests along with Nick Colas and JC.

Incredible guest!

Great show! Thank you guys!

I was suggested to watch The Compound by the KZread algorithm a few months ago, I wish I knew of it earlier. Absolutely great shows every time, Josh, Michael & Ben are all incredible and have entertaining dynamics with each other and the awesome guests. LOVE ❤ The Compound. 🇺🇸📈 thx

Love, love, love this episode. And yes I watched the first Michael Cembalest show. Both great. 🎉🎉🎉🎉🎉🎉

The magic you have captured by switching this to “in person” is working wonders. I so dig that a person like Michael, who protects his personal and professional space, comes here a second time and really gets into the “setting”. He even had to get Josh and Batnick to do “favourites” because he actually values the way it wraps it up. Conversations are just mind blowing as usual, but the rapport with TCAFriends is something to be admired and long may it last. Good luck to ChatGPT and Gemini trying to replicate the kind of production you guys put out.

The best financial podcast on KZread- love this channel

Incredible episode, thank you very much.

Cembalest is the best.

Even better then second time! This guy is amazing.

@TheCompoundNews

4 ай бұрын

Glad you enjoyed!

Great show boys! Enjoyed every minute of it!

Ty again for another week of dope content guys 💪🏼

Been watching the Compound for quite a while now. Thank you so much for providing this content, AS TCAF WAYT, without charge. All of your guests are top notch, but Michael Cembalest is a step above. Could have listened to him for hours. Great show as usual and thanks again to the whole crew. Excellent!!!

This is always a great great show ! The guests are incredible and timely ! Thanks so much !

I think this was my favorite episode so far

Any chance a flat mat could be made the size of the wooden succulent bowl and placed on the table? Maybe the mat could be your Compound sign. Great show BTW.

Let's go!! Excited for the episode!

One of the best episodes yet. Well done guys!

“Music is bigger than movies now”. I agree JB. Great show thanks guys MC is a very smart guy I get his institutional stuff always learn something new.

Wow great guest!

Amazing show. Love you guys.

Michael Cemblast is great!

He loves you guys!

Excellent show gentlemen.

Amazing taping.

I'm here for the laughs but I have to say the scope of the guests on this show is breathtaking. Special thanks to Barry Ritholtz and all the rest o' youse.

One of your best interviews.

Another great show! Cembalest is a giant and it was awesome seeing him again. Don't hate the crypto rally, Josh and chill with that old energy FUD! That shit's so 2021 lol. We're still early - get involved and listen to Batnik 🤙

This was like a Scorsese movie, fantastic but I had to watch it in Three parts

Another great show gents!!!🎉

Fantastic show

Amazing show this week. Cembalest is one of the top guests I've seen on this show. Very knowledgeable & has some interesting perspectives on a range of topics. Josh and Batnick were also great, as always. Keep up the good work guys.

@TheCompoundNews

4 ай бұрын

Thank you! - JB

30 min mark look at Michael's eyes work. '15% of the market was GE and ATT'. Josh 'Are you sure about that?' Michael...50 50. Love it!

I feel so grounded and informed, thanks for a repeat MC!

Great show!😊

Fantastic again guys

Love this guest! Thank you

Not to quote Willy Wonka, but this being available reminds me of when he said, "So shines a good deed in a weary world…" 😂

excellent show.

very informative, thanks

Been waiting for this all day!

i feel conflicted about you guys interrupting the guests. I simultaneously enjoy and get irritated by your riffs.

great guest, he could do another hour and it'd be just as good

Great show

Hell Yeah! I was hoping Mr. Cembalest was returning soon. Going be a great episode!

🔥🔥 great episode

Fantastic guest. Great show

Love this podcast. Thank u!!!

@TheCompoundNews

4 ай бұрын

Thanks Chris!

another great show Guys, thank you, even the cold open was informative.

@TheCompoundNews

4 ай бұрын

Thanks Steve!

One of the best financial podcasts

This guy is highly intelligent!

I Always hafta Comment! BEST INTRO MUSIC EVER. Gets my mood up always! ❤❤❤❤❤🎉🎉🎉🎉🎉

@cliffpeebles9705

4 ай бұрын

Just like a Friday dance party, right MWC?

@midwestcannabis

4 ай бұрын

@@cliffpeebles9705 I'd imagine so Peeebz! 🥳🥳🥳🤷‍♂️🤷‍♂️🤷‍♂️🤣🤣🤣🤣

The real value of LLMs for companies are how they can enhance and augment existing services / products and enable new products. A LLM you can interact with via an app has limited value, but a product with more / better LLM enhanced features presumably is going to win categories.

Best intro/outro music in the game! Also the in-between isn't too bad either.

@TheCompoundNews

4 ай бұрын

Appreciate it, Justin!

🎉🥳✌️ Party On Friends 🥳✌️🥳✌️

i super appreciate the effort you put into your show. your guests are super smart and have a lot to say. do you notice though, that both of you tend to interrupt them while speaking?

Great guest

24:28 💯 Josh Brown. 👏🏻🇺🇸

feels like Michael Cembalest is the smartest man alive

Great show fellas….keep it up….

Mr Michael is a great teacher

👋. Impressive guest .

This is the JRE of financial podcasts. Truth through long form unedited expression

@thewalruseater

4 ай бұрын

Don’t insult this show by comparing it to the JRE conspiracy hour

@DAL201107

4 ай бұрын

Calm down. It’s a podcast. It’s good. Quit being such a d*mn fan boy of this for no reason. It’s not JRE or anything close to that genre. It’s The Compound. Two RIA guys talking to industry professionals about markets and life and everything in between. It’s a show. It’s not the second coming of Jesus. Relax.

I agree. Many of us are single-issue voters, irregardless of issue or side. It satisfies are human tendency to take the path of least resistance. Without getting too political, active voters and educated people accept the circus show of presidential elections for what it is, geopolitical entertainment. The issues are real. Collectively and as individuals we have to choose sides, knowing there is no one solution that will appease all concerned parties. And we can't in good conscience opt out. In the words of P. Diddy, “Vote or die.” 1:27:34

I was all 👂 👂 👂. Thanks Everyone.

Top Quality as always..

@TheCompoundNews

4 ай бұрын

Thank you!

Great work

@TheCompoundNews

4 ай бұрын

Thanks!

Love Michael

Can't grow forever... Reminds me of Peter Lynch - " It's gone up this high it couldn't possibly go any higher" 😂

This guy’s been on camera talking for 10 minutes… Is the show starting now!? As if when the show starts matters.

Great chat

Write a law eliminating the ability to dodge estate tax through trusts. The donor class would hate that, but it should be done.

"everyone's crazy" will be my favorite quote of 2024 lol

Why would insulin pumps be affected by a weight loss drug? They are primarily used by type 1 diabetics.

Wow!

1:01:27 lol, the reaction to comprises. Fastest uh uh ever

Cool; Micheal lists names on the Armagedonist chart. I like the boldness.

Citizens United, that’s why Congress will not touch the Mag 7.

Here is a thought, with all the COVID, 2008 GFC use AI to run various scenarios based on known data to assess the decision making that was made at the time. This might prove more useful than everyone's single focus opinions.

Love the show. Only objection is El Salvador comment. You would be shocked at how well they are doing right now

Let's goooooooooooo DTJB

At 50:02, will he mention the cardiac event anomaly?

1:40:31 The Super Bowl Kelce/Swift Usher dynamic has that same feeling of shared culture. Good to remember that we geographical share space and our interests can overlap, especially after talking politics.

My wife’s uncle owns a Pizza Boche Ball Restaurant. And yes, he's Italian. Coratti’s Pizzeria Bar in Michigan. So, if you visit Ben C🍕

I would say you are correct Josh. Many voters are 1 issue voters. But you also made an interesting comment that you're clients claim their are "politics-ed out", so what if their one issue becomes they're tired to the politics that the two parties have forced us into and vote for the once issue to change or disrupts the status quo? I don't know. I'm giving serious consideration to going No Labels, if for no other reason, exercising my vote to signal that I'm tired....no, exhausted.....from what we have now. Now, I've been a Libertarian since Perot and 2024 looks to be the closest we've come to the "if not now....when?" moment.

I’m with Michael got into China dip, some cheap valuations.

I agree. I'm politics-out (politixed out?) and we still have 8 months to go until the election. 1:30