In this episode of The Compound:
- Barry Ritholtz had Barstool founder and newly minted daytrading phenom Dave Portnoy on his podcast this week
- Public is the new Private - why companies are all of a sudden racing to go public
- Yet another SPAC deal is consummated by Chamath
- Technology only accounts for 6% of US GDP, but almost 40% of the US stock market
- Why PayPal, Square, Visa and Mastercard are misclassified as technology stocks
- Wall Street's top strategists had an especially dismal year with their earnings estimates and price targets
- The most expensive stocks got expensive for a reason - they've actually delivered for shareholders
- Solar stocks are quite literally on fire right now, what's happening?
