Tom Lee and Dan Ives Explain Everything
On episode 260 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Dan Ives and Tom Lee live from Future Proof to discuss: whether the stock market can keep climbing through higher rates and persistent macro risks, the massive AI capex and data center boom, Anthropic’s call to slow down frontier AI development, the growing AI race between the U.S. and China, why software stocks could be beneficiaries rather than victims of AI, Nvidia and the semiconductor selloff, the coming robotics and physical AI boom, blockchain’s role in the future of finance, and what’s next for Apple, Palantir, Anthropic, and the broader bull market.
This episode is sponsored by DBMF and Janus Henderson:
To learn more about the world’s largest managed futures ETF visit https://www.dbmf.com/TCF
Investing in a Brighter Future Together. Visit https://www.janushenderson.com/ for more information.
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