This Week’s Sponsor
EPISODES
On TCAF this week Josh and Michael spoke with Alex Altman, Managing Director and Global Head of Barclays Equity Tactical Strategies. They discussed what tactical trading really means, why hedge funds track each other's positioning, the odds of making money in the S&P 500, whether Wall Street is actually bearish on AI, why retail investors keep buying the dip, and much, much more. (Listen)
CHART OF THE WEEK
Younger generations have come to learn that ‘buy the dip’ works. Matt Cerminaro at Chart Kid Matt looks at how younger generations have internalized BTD and whether it can continue to work in the future.
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 Daniel Clifton, Partner and Head of Policy Research for Baird Strategas.
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