Bull Market Blues

This Week on The Compound

This Week on The Compound

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2026 Crypto Investment Outlook: Embracing the era of digitalization
2026 Crypto Investment Outlook: Embracing the era of digitalization
According to Charles Schwab, 45% of advisors plan to invest in crypto ETFs this year. Regulatory clarity and institutional acceptance are pushing this emerging asset class to the mainstream, driven by three dominant themes.
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On TCAF this week, Michael spoke with Robyn Grew, CEO of Man Group, and Kristina Hooper, Chief Market Strategist at Man Group. They discussed the 2026 market outlook, the possibility of a recession, international markets, and the outlook for private credit. (Listen)

THE HOUSING MARKET

At the heart of the affordability crisis is housing. This week, Ben spoke with Eric Finnigan⁠, Vice President at John Burns, about the impact of demographics on the housing market, how homeowners can access home equity, and what will happen with Baby Boomers’ houses.

NEW MERCH ALERT!

We’ve got new merch! Check out our new long-sleeve ‘Public Equity’ tee. Check out all our cool merch at idontshop.com.

COMING UP

Next week on TCAF, Josh and Michael will be joined by Daniel Clifton, Portfolio Manager and Partner, and Chris Verrone, Portfolio Manager and Partner, of Strategas Asset Management.

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