All episodes
SCOUT· 64%34m·2026-06-08·Money
SCOUT· 64%34m·2026-06-08·MoneyNick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
The Compound and Friends
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the growing gap between Semiconductors and Software, the role of rising…
Buzzmeter · cross-platform
64%
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 →
67%Neil Dutta & Skanda on Why the Recession Signals Are All Wrong
The Compound and Friends · 1h 10m
74%The Investor Utopia is Here with Eric Balchunas
The Compound and Friends · 1h 26m
67%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.