The Compound and Friends: Tom Lee Says It's Still Early

Author

Michael Batnick
August 22, 2025

Syntax Direct – The only enabling technology platform empowering RIAs to engage in Direct Indexing

Syntax Direct empowers financial advisors to design hyper-customized portfolios in seconds, generating back-tested indices with full transparency. Scale your business, meet diverse client needs, and integrate seamlessly into existing tech stacks and order management systems.

Today's Compound and Friends is brought to you by Neuberger Berman and Apex

Learn more about NBSD, including important information about fees, risks and performance at https://www.nb.com/en/us/products/etfs/short-duration-income-etf?cid=da_tpy_MYMM3_MYMM_ShortDur . NBSD from Neuberger Berman—efficient income, managed risk.

Find out more about Wavvest’s planning engine powered by advanced AI and built on Apex’s AscendOS at https://www.wavvest.com/

The Compound and Friends:

The Compound and Friends

Investing Podcast · Updated Weekly · Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here …

podcasts.apple.com/us/podcast/the-compound-and-friends/id1456467014

Charts:

Tom Lee:

  • Twitter

  • Exclusively for listeners of the Compound and Friends, Tom has provided a link for a 30-day free trial. Please visit fundstrat.com/tom

Contact us at [email protected] with any feedback, recommendations, or questions.

Follow us on Facebook, Instagram, and YouTube.

Check out our t-shirts, coffee mugs, and other swag here.

Subscribe here: