
All episodes
SCOUT· 69%55m·2025-12-17·Money

AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta
The Compound and Friends
On this TCAF Tuesday, Michael Batnick is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market turmoil in 2026, and much more! This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound Sign up for…
Buzzmeter · cross-platform

69%
SCOUT
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
Hive Vote · Skep listeners
New on SkepAwaiting the hive's first votes
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
Recent reviews
- No reviews yet — be the first.
More from The Compound and Friends
See all episodes →
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong
The Compound and Friends · 1h 10m

The Investor Utopia is Here with Eric Balchunas
The Compound and Friends · 1h 26m

AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
The Compound and Friends · 1h 11m
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.