Always Looking Forward

Advertisement

FTSE Russell Survey: Investors Upbeat on Portfolios, Downbeat on Economy

This week on TCAF, Josh and Michael were joined by Steve Romick, Managing Partner and Portfolio Manager at FPA Funds. They discussed risk management, value investing, surviving the dot-com bubble, and why markets are moving faster than ever. (Listen)

• Making Money When Stocks Are Up or Down | Talk Your Book (Listen)

• The Truth About How Wall Street Moves Mortgage Rates | Live From the Compound (Listen)

• What to Do When All Your Stocks Go to the Moon | What Are Your Thoughts? (Listen)

• A Mania is Brewing | Animal Spirits (Listen)

• Where Should I Put Cash After the Fed Rate Cut? | Ask the Compound (Listen)

• How to Earn Stock Market Returns With Half the Risk | The Compound and Friends (Listen)

No matter how you slice it, 2025 has been a lot. Derek Thompson, host of the Plain English podcast, has a (long-ish) post up looking at the ‘25 Most Interesting Ideas I’ve Found in 2025 (So Far).’ It includes items about the economy, technology, and society. Some are hopeful, and some are downright depressing. On self-driving cars, he writes: 

Markets move first. Matt Cerminaro at Chart Kid Matt has a chart that highlights this insight. Market moves can, in the moment, seem paradoxical, but over time, the fundamentals often catch up to the market.

New The Compound trucker hats have dropped. You may have seen them out in the wild at Future Proof. They come in both Navy and Black/White. You can check out all our merch at idontshop.com.

This week on TCAF, Josh will be joined by a legendary investor. This will be one episode you don’t want to miss.

• Got something to say? Reach out to the shows at Animal Spirits or Ask the Compound.

• Interested in sponsoring The Compound? Reach out to Graham for details.

• You can join the other 209k people who subscribe to The Compound channel on YouTube.

• Need additional compelling content? Follow The Compound on X/Twitter and Instagram.