Todd Sohn

Todd Sohn has discussed 25 US public companies across 4 The Compound and Friends episodes, per Ticker.id. Top: $AMZN, $META, $MSFT, $SPCX, $APO.

1. Google is not sovereign, doesn't have the Marines and the Coast Guard and a Navy. But it's got other attributes that maybe in times like these are as or even more attractive than the safety that you feel buying a 10-year Treasury.

   Todd Sohn · The Compound and Friends · Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas · 2026-08-24

2. Public equity investing is now a lot like VC investing.

   Todd Sohn · The Compound and Friends · Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas · 2026-08-24

3. We just— we are inventing new and exciting ways to lose our money, grind our portfolios.

   Todd Sohn · The Compound and Friends · It's a bull market and nobody drinks anymore. · 2026-08-14

• $AMZN Amazon — 5 mentions
• $META — 4 mentions
• $MSFT Microsoft — 4 mentions
• $SPCX SpaceX — 4 mentions
• $APO Apollo — 3 mentions
• $BLK BlackRock — 2 mentions
• $TSLA Tesla — 2 mentions
• $NVDA Nvidia — 2 mentions
• The Compound and Friends · It's a bull market and nobody drinks anymore. · 2026-08-14
• The Real Eisman Playbook · The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66 · 2026-06-29
• The Real Eisman Playbook · Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58 · 2026-05-04