An Innovation Supercycle

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Bonds with a winning edge

This week on TCAF, Josh and Michael were joined by Jan van Eck, Chief Executive Officer of VanEck. They discussed Nvidia earnings, AI replacing jobs, future energy demands, why the national debt matters, and the case for gold. (Listen)

• Creating Monthly Income From Your Portfolio | Talk Your Book (Listen)

• What British Investors Should Learn from America | Live From the Compound (Listen)

• Investors Take on $1 Trillion in Margin Debt | What Are Your Thoughts? (Listen)

• State of the American Investor | Animal Spirits (Listen)

• How to Buy a Porsche on a Honda Budget | Ask the Compound (Listen)

• The Bull Market for Electricity | The Compound and Friends (Listen)

Last week’s TCAF episode with Tom Lee now has more than 400k views. The Compound’s YouTube channel also recently passed 206k subscribers. Thanks for tuning in! We appreciate all your support.

All anybody could talk about this week was Nvidia earnings. Taking a step back provides some much-needed context. You can see how Nvidia’s earnings estimates have boomed since the debut of ChatGPT. Subscribe to Chart Kid Matt’s newsletter for more charts like this.

New merch alert! Two new The Compound trucker hats just dropped. They come in Navy and Black/White. Check out more dope merch at idontshop.com.

This week on TCAF, Josh and Michael will be joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures, and host of Alt Goes Mainstream.

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