This Week’s Sponsor
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EPISODES
On TCAF this week Josh and Michael spoke with returning guest Jill Schlesinger, of CBS News and host of the Jill on Money podcast.. They discussed why Americans feel so pessimistic about the economy, the growing divide between rich and poor, the housing affordability crisis, and how social media is fueling financial anxiety. They also cover the media's obsession with bad news, the AI spending boom, Meta's massive cash burn, whether AI can replace financial advisors, and the risks facing the stock market. (Listen)
MORE MORGAN
Morgan Housel doesn’t have a new episode this week, but don’t get bummed out. This week on The Long Term Investor Peter Lazaroff spoke with Morgan about building wealth and the art of spending money
CHART OF THE WEEK
For Q3 analysts are looking for another quarter of strong earnings growth. Matt Cerminaro at Chart Kid Matt looks at various sectors and notes that 10 of 11 expect positive earnings growth with energy and technology in the lead.
MERCH
A new Compound-Tropical Bros. collab just dropped. The Compound x Tropical Bros. Par-Tee Polo brings together everything we love about the game and the island lifestyle. Featuring a clean white backdrop with palm trees, golf clubs, golf balls, and The Compound logos throughout, this polo is built to stand out. A women’s version is available as well!
COMING UP
Next week on TCAF, Josh and Michael will speak with Alex Altman, Managing Director and Global Head of Barclays Equity Tactical Strategies.
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