This Week on The Compound
EPISODES
On TCAF this week Josh and Michael spoke with returning guest Alex Kantrowitz, founder of Big Technology. They discussed OpenAI and Anthropic’s explosive growth, the threat to traditional software companies, soaring cloud demand, agentic AI, and the diverging strategies of Microsoft, Meta, Amazon, Apple, Google, and other tech giants. (Listen)
CHART OF THE WEEK
Earlier this week Matt Cerminaro at Chart Kid Matt noted that the equal-weighted S&P 500 hit a new all-time high. That happened while the Mag 7 stocks were seeing a lot of pressure. For a couple of years, the dominant market theme was the Mag 7. No more.
INSIDE THE COMPOUND
If you are reading this, there is a good chance you love the stock market. Ben Carlson at A Wealth of Common Sense is in the same boat. Carlson writes:
I love the stock market because it can make you feel like the smartest person alive. Or it can make you feel like the dumbest person on the planet. Sometimes all in the same week.
MERCH
Summer is officially here, so grab a Compound Serif hat to help the keep the sun out of your eyes. You can always check out all our merch at idontshop.com.
COMING UP
Next week on TCAF, Josh and Michael will be joined by returning guest Edward Yardeni, President and Chief Investment Strategist at Yardeni Research.
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