September 15

Big Market Delusions


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Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Rob Arnott, and Downtown Josh Brown discuss lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more!

You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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Thanks to Kraneshares for sponsoring this episode! KraneShares and Rockefeller Asset Management are launching the Ocean Engagement ETF. This ETF invests in public companies with significant positive impact on oceans and ocean resources. Learn more at:

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Current Markets, The Reformed Broker

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