This Week on The Compound
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EPISODES
On TCAF this week, Joshua Brown and Michael Batnick spoke with Michael Zezas, Deputy Global Head of Research at Morgan Stanley. They discussed AI capex, data centers, productivity gains, prediction markets, the 2026 midterms, the Fed, enterprise software, and why policy calls are so difficult to translate directly into investment outcomes. (Listen)
INSIDE THE COMPOUND
It’s not just you. The world is changing faster than ever before. Josh Brown writing at Downtown Josh Brown notes how it isn’t just in financial markets where we are seeing accelerating change.
That’s not just in finance and the markets. It’s everywhere. Weed and sports gambling were both legalized in the same two-year period after a century of being illegal. The world was one way when you went to sleep and then you woke up and it was completely the other way. Taboos completely shattered right before your eyes.
CHART OF THE WEEK
The financial media LOVES to analyze the doings of the Federal Reserve. And with a new Fed Chair, Kevin Warsh on board, there is even more stuff to talk about. Matt Cerminaro at Chart Kid Matt took a deep dive into the data to show how different Fed chairmanships played over time.
MERCH
Summer is officially here, so grab a Compound Serif hat to help the keep the sun out of your eyes. You can always check out all our merch at idontshop.com.
COMING UP
Next week on TCAF, Josh and Michael will be joined by Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, at Carson Group.
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