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Never Satisfied
This Week on The Compound
This week on TCAF, Josh and Michael were joined by Andrew Beer, Managing Member at DBi, and returning guest Sam Ro of Tker. They discussed America’s ‘Greed is Good’ moment, the unpredictable impact of tariffs, and the problem(s) with liquid alternatives. (Listen)
INSIDE THE COMPOUND
It’s been a rocky year so far. Michael Batnick, writing at The Irrelevant Investor, has some advice for anyone who is feeling anxious these days. He writes:
I’m not minimizing the risk or the feelings you’re feeling right now. If you’re uncomfortable with what’s going on, I get it. I’m uncomfortable, too. But discomfort is one thing; fear is something entirely different. And if you’re genuinely fearful, like one more bad week and I’m going to sell, then clearly you’re taking too much risk. Because the truth is, this is nothing, relatively speaking. The S&P 500 is down 5% YTD. That’s it. It can get a lot worse.
HOW NOT TO INVEST
Barry Ritholtz’s book tour for How Not to Invest rolled on this week. He was a guest on Jim O’Shaughnessy and Liz Ann Sonders’ podcasts and spoke with Yahoo Finance and CNBC about the book.
MERCH
idontshop.com is back up! You can now order your favorite Compound merch like our Chart ON! t-shirt.
COMING SOON
This week on TCAF, Josh and Michael will be joined by Steve Quirk, Chief Brokerage Officer at Robinhood Markets.
FEEDBACK
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