How to Play the Money Game with Michael Santoli
About this episode
The episode discusses the current state of the stock market, interest rates, corporate earnings, and the impact of AI spending with guest Michael Santoli.
On episode 256 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Michael Santoli to discuss: the surprising strength of the stock market, what’s keeping the bull market alive, interest rates and the growing U.S. debt load, why corporate earnings remain so powerful, and whether today’s valuations can keep climbing. They also get into AI spending and the return on massive tech capex, market breadth and rotation, the rise of retail investors, options-income ETFs, why bears keep moving the goalposts, and what decades of market history can teach investors about adapting when the old rules stop working. This episode is sponsored by DBMF and Vanguard. To learn more about the world’s largest managed futures ETF visit https://www.dbmf.com/TCF Learn more about Vanguard bonds at https://vanguard.com/audio. Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram…
People in this episode
Hosts: Downtown Josh Brown, Michael Batnick
Guest: Michael Santoli
Topics covered
- stock market strength
- bull market
- interest rates
- corporate earnings
- AI spending
- retail investors
- market history
Sponsors
DBMF, Vanguard
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