Uploaded June 2026 | Updated September 2026, 2 weeks ago
On episode 245 of The Compound and Friends, Michael Batnick is joined by Neil Dutta and Skanda Amarnath to discuss: the AI investment boom, the state of the labor market, inflation risks, consumer spending, Fed policy, market breadth, whether this cycle is as unusual as it feels, and much more!
This episode is sponsored by Nuveen. Learn more about Nuveen’s comprehensive private markets platform at nuveen.com/en-us/insights/alternatives
►00:00 - Cold Open
►08:45 - Intro
►10:04 - How is the Economy?
►16:37 - AI’s Impact on The Economy
►28:06 - What would cause a slowdown?
►45:17 - The Divide between Corporate Profits and Worker Pay
►51:08 - Kevin Warsh and The Fed
►59:14 - The Labor Market
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🎙️Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ritholtzwealth.com/advertising-disclaimers.
#thecompound #investing #stockmarket #stocks
On episode 245 of The Compound and Friends, Michael Batnick is joined by Neil Dutta and Skanda Amarnath to discuss: the AI investment boom, the state of the labor market, inflation risks, consumer spending, Fed policy, market breadth, whether this cycle is as unusual as it feels, and much more!
This episode is sponsored by Nuveen. Learn more about Nuveen’s comprehensive private markets platform at nuveen.com/en-us/insights/alternatives
►00:00 - Cold Open
►08:45 - Intro
►10:04 - How is the Economy?
►16:37 - AI’s Impact on The Economy
►28:06 - What would cause a slowdown?
►45:17 - The Divide between Corporate Profits and Worker Pay
►51:08 - Kevin Warsh and The Fed
►59:14 - The Labor Market
👕 Check out The Compound shop: idontshop.com
🎙️Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
The Compound Newsletter: thecompoundnews.com/subscribe
Linkedin: linkedin.com/company/the-compound-media
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
Tik Tok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ritholtzwealth.com/advertising-disclaimers.
#thecompound #investing #stockmarket #stocks
