On TCAF this week, in front of a live audience of University of Miami students Josh and Michael spoke with returning guest Steve Eisman, host of the Real Eisman Playbook. They discussed why AI labs are asking to be regulated, the end of tokenmaxxing and the rise of cheap open-weight models, whether any AI company has a moat, CoreWeave's debt and whether AI funding is about to break, why this is not 2008, and how OpenAI and Anthropic became systemically important. (Listen)

On December 8, 2026, at New World Stages, Broadway will never be the same. The Compound and Friends comes to you live in an evening you'll never forget. With an all-star line up of guests, just in time for you to think about the year ahead. Tickets are going fast. Get yours today!

The current bull market is four years old. Matt Cerminaro at Chart Kid Matt looks at the state of the bull market. What stands out is the rapid growth in forward earnings. And the fact that forward P/E ratios are well off their highs. Read of it what you will.

A new Compound-Tropical Bros. collab just dropped. The Compound x Tropical Bros. Par-Tee Polo brings together everything we love about the game and the island lifestyle. Featuring a clean white backdrop with palm trees, golf clubs, golf balls, and The Compound logos throughout, this polo is built to stand out. A women’s version is available as well!

Next week on TCAF, Josh and Michael will speak with returning guest Jill Schlesinger, host of the Jill on Money podcast.