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Getting On With It
This Week on The Compound
This Week on The Compound
This week on TCAF, Josh and Michael were joined by Neil Dutta, Partner and Head of Economic Research at Renaissance Macro Research. They discussed cooling inflation, the bid under small-cap stocks, the downside risks to the U.S. economy, and why the Federal Reserve just needs to ‘get on with it.’ (Listen)
Public and Private Credit Market Opportunities | Talk Your Book (Listen)
CrowdStrike Just Became the Hottest Software Stock of 2024 | Live From the Compound (Listen)
The Most Bullish Thing That Can Happen | What Are Your Thoughts? (Listen)
Buying a House at the Top of the Market | Animal Spirits (Listen)
The Economic Risks are Now to the Downside | The Compound and Friends (Listen)
Should You Pause Your Retirement Savings? | Jill on Money Tips (Listen)
INSIDE THE COMPOUND
The stock market has spent the better part of 2024 near all-time highs, which, not surprisingly, makes some people nervous. Blair duQuesnay, writing at The Belle Curve, gives some constructive things that you can do when the stock market is booming.
Donate Appreciated Stock—If you are charitably inclined, you might consider donating shares of appreciated stock instead of cash to charity. Donating shares that have increased in price significantly (hello Nvidia?) accomplishes two goals. You take a deduction for the market value of the donation (limited to 30% of your AGI*) on your taxes. Plus, you remove the potential realization of capital gains tax if you sell the security. This can be a huge benefit if a stock is up 1,000%!
FRIENDS OF THE COMPOUND
Prior TCAF guest Gregor Macdonald, writing at Cold Eye Earth, examines the potential impact of recent Supreme Court rulings on the future growth of renewables and puts ongoing global carbon emissions into perspective.
Global emissions from energy rose 1.6% last year. This is roughly in line with the data showing that fossil fuel consumption rose by 7.37 EJ, or 1.5%. The result suggests neither improvement nor deterioration in the fight against emissions. Just as in the global power system, total global energy is also enjoying the rapid buildout of renewables. But total energy consumption also advances from a very high base, which means that its forward march in absolute terms is enormous. Renewables so far, therefore, are still not able to keep up. Until they do, not only will we not be at peak emissions, but emissions will keep growing.
ICYMI
Josh pointed out that the latest episode of TCAF hit its highest position ever (#2) on the Investing podcast chart. Also this week, The Compound YouTube channel crossed 150,000 subscribers! Thanks again for watching and listening. 👏👏👏
MERCH
A one-of-a-kind finance-themed Hawaiian shirt just dropped! It is a collab between The Compound and Tropical Bros. The best thing is that 10% of all sales will be donated to No Kid Hungry.
COMING SOON
This week on TCAF, Josh and Michael will be joined by returning guest Tony Dwyer, Chief Market Strategist at Canaccord Genuity Group.
FEEDBACK
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