This Week on The Compound

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On TCAF this week, Michael Bactnick spoke with Steve Sosnick, Chief Strategist at Interactive Brokers, and returning guest and fan favorite Sam Ro of TKer. They discussed winners and losers in the current market, investing overseas, rate-cut expectations, and Disney's layoffs. (Listen)

CHART OF THE WEEK

If you thought the software re-rating was over, think again. The ‘release’ of Claude Mythos led to another downturn in software stocks. This chart, inspired by @mattcerminaro, shows the software sector, relative to the market, back down to levels not seen since the end of 2016.

MERCH

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COMING UP

Next week on TCAF, Josh and Michael will be joined by Ankur Crawford, Portfolio Manager of Alger Capital Appreciation.

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