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This Week on The Compound
This week on TCAF, Josh and Michael were joined by Brian Wesbury, Chief Economist at First Trust Advisors L.P. They discussed the biggest risk to the stock market, why the Fed ignores money supply growth, and the problem with running big budget deficits. (Listen)
2025 PREDICTIONS
Michael Batnick, writing at The Irrelevant Investor, has ten 2025 predictions. If nothing else, this post has a slew of entertaining charts. One of Michael’s predictions is that retail investors, i.e. degens, will continue to trade their brains out in 2025.
People have gambled since the beginning of time. Technological advancements have brought this to the masses. The genie is out of the bottle, there’s no putting him back in.
BEST CHARTS OF 2024
In case you missed our earlier e-mail, we've curated our Top 10 Charts of 2024—the standout visualizations from the past year, all in one easy-to-digest deck.
We hope you enjoy it, and we wish you a prosperous 2025! - The Compound Team
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BOOK STUFF
2024 was a big year for books on The Compound. Back in September, Joshua Brown dropped his latest book, You Weren’t Supposed to See That. Nick Maggiulli’s Just Keep Buying just kept selling, especially in Japan. And Barry Ritholtz’s new book How Not to Invest is now available for pre-order.
COMING SOON
For the second show of 2025, Josh and Michael will be joined by Julie Hyman of Yahoo Finance and returning guest Doug Boneparth of Bone Fide Wealth.
FEEDBACK
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