This Week on The Compound
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EPISODES
On TCAF this week Josh and Michael spoke with returning guests Dan Ives and Tom Lee live at Future Proof. They discussed whether the stock market can keep climbing through higher rates and persistent macro risks, the massive AI capex and data center boom, Anthropic’s call to slow down frontier AI development, the growing AI race between the U.S. and China, why software stocks could be beneficiaries rather than victims of AI, Nvidia and the semiconductor selloff, the coming robotics and physical AI boom, blockchain’s role in the future of finance, and what’s next for Apple, Palantir, Anthropic, and the broader tech bull market. (Listen)
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CHART OF THE WEEK
Despite some challenging news, including rising interest rates, the stock market remains at or near all-time highs. Ben Carlson at A Wealth of Common Sense looks at the breakdown of returns in 2026 and shows the importance of rising earnings.
MERCH
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!
COMING UP
Next week on TCAF, Josh and Michael will speak with Jonathan Boyar, Principal at Boyar Value Group.
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