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Anthropic or xAI IPO in 2026? AGIX ETF Offers Exposure

On TCAF this week, Josh and Michael spoke with Sam Koppelman, Publisher, and Nathaniel Horwitz, CEO of Hunterbrook Media. They discussed how investigative journalism can be an edge in investing, the Sable Offshore story, and how Sphere is changing entertainment. (Listen)

• The Three A’s of the U.S. Economy | Talk Your Book (Listen)

• Autonomous Driving is a Trillion Dollar Opportunity | Live From the Compound (Listen)

• The Stocks That Are Working This Year | What Are Your Thoughts? (Listen)

• What Would You Do With $3 Million? | Animal Spirits (Listen)

• Is It Time To Buy Software Stocks? | Ask the Compound (Listen)

• The Baddest Hedge Fund in America | The Compound and Friends (Listen)

This collab between Michael and Chart Kid Matt requires a bit of explanation, but it says a lot about the current state of the stock market. We are seeing a high number of stocks with big daily drawdowns, the likes of which we only see during a major bear market. This helps explain why the stock market feels a whole lot worse than the major indices suggest.

Don’t look now, but all of the Compound merch, including The Compound trucker hat, is on sale! Check out all our cool merch at idontshop.com.

Next week on TCAF, Josh and Michael will be joined by Robyn Grew, CEO of Man Group, and Kristina Hooper, Chief Market Strategist at Man Group.

• Got something to say? Reach out to the shows at Animal Spirits or Ask the Compound.

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