Michael Cembalest

Michael Cembalest has discussed 10 US public companies across 1 The Compound and Friends episode, per Ticker.id. Top: $NVDA, $SPCX, $AMZN, $BX, $GOOG.

1. When the cost of being wrong is very high, I think the hurdle should be very high.

   Michael Cembalest · The Compound and Friends · The Real Ticking Time Bomb with Michael Cembalest · 2026-07-10

2. My concern is in 2031 or 2032, you reach this crossover point where 100% of federal tax revenue has to be used to pay interest on the debt and entitlements with nothing left for anything else. That is a scary day.

   Michael Cembalest · The Compound and Friends · The Real Ticking Time Bomb with Michael Cembalest · 2026-07-10

3. Is it any surprise that the kind of gold bugs are misrepresenting the data? No, it goes with the territory.

   Michael Cembalest · The Compound and Friends · The Real Ticking Time Bomb with Michael Cembalest · 2026-07-10

• $NVDA Nvidia — 3 mentions
• $SPCX SpaceX — 2 mentions
• $AMZN Amazon — 1 mention
• $BX Blackstone — 1 mention
• $GOOG Google — 1 mention
• $AAPL Apple — 1 mention
• $BE Bloom — 1 mention
• $MUFG Mitsubishi UFJ Financial Group — 1 mention
• The Compound and Friends · The Real Ticking Time Bomb with Michael Cembalest · 2026-07-10