This Week on The Compound
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On TCAF this week, Josh and Michael spoke with Daniel Clifton and Chris Verrone, from Strategas Asset Management. They discussed the AI backlash, the stock re-rating, the coming midterm elections, and Anthropic vs. the Department of Defense. (Listen)
CHART OF THE WEEK
Source: Chart Kid Matt
This chart by Matt Cerminaro at Chart Kid Matt rippled through the Internet this week. While everyone has focused on the Mag 7 stocks, their valuations relative to ‘boring’ consumer staples stocks have evaporated.
NEW MERCH
We’ve got new merch! Check out our new long-sleeve ‘Public Equity’ tee. Check out all our cool merch at idontshop.com.
COMING UP
Next week on TCAF, Josh and Michael will be joined by returning guest Garrett Baldwin, of the Me and the Money Printer newsletter.
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