The Compound and Friends
Josh Brown
3 episodes
You Ain’t Seen Nothing Yet with Daniel Clifton
6 Nov · 1 h 12 min
- Baird Strategas's Daniel Clifton calls the midterm result a vote for moderation, not Sanders-style Democrats, and predicts a populist 2028 election.
- Clifton says local opposition, not Washington, is killing data centers, with 40 referendums against the industry and Virginia's $600m tax increase driving Blackstone and Amazon away.
The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is Back
4 Nov · 1 h 7 min
- Alphabet loses $500bn in market cap in a day as AI answers earn less and search monetization slows.
- Palantir's commercial revenue nearly triples to $984m and now exceeds government revenue, up 148% year over year.
The Bulls Are Trapped with Alex Altmann
30 Oct · 1 h 13 min
- Barclays tactical strategist Alexander Altmann works on a four-to-eight-week horizon, far shorter than traditional research's six-to-twelve-month outlook.
- Altmann says the BETTY timing indicator has signalled risk-off since May, and he is tactically bearish but not bearish on the year.