This Week on The Compound
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EPISODES
On TCAF this week Josh and Michael spoke with Daniel Skelly, Managing Director and Head of the Equity Model Portfolio team at Morgan Stanley Wealth Management. They discussed the resilient U.S. economy, record earnings growth, the AI spending boom, the rotation out of semiconductors, the risks facing small-cap stocks, why the Mag 7 could lead again in 2027, AI’s impact on corporate productivity and profit margins, the strength of the American consumer, and stock-picking in an increasingly efficient market. (Listen)
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OUTSIDE THE COMPOUND
It’s the three-day Labor Day weekend, so you may need some extra reading material. Michael Mauboussin and Dan Callahan at Morgan Stanley this week published a new white paper: Public to Private Equity in the Untied States: A Long-Term Look. It is an excellent primer on maybe the biggest trend affecting capital markets over the past two decades.
MERCH
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COMING UP
Next week on TCAF, Josh and Michael will be joined by returning guest Jens Nordvig, President at Vanda.
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