This Week on The Compound

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On TCAF this week, Josh and Michael spoke with Rick Wurster, President and CEO of The Charles Schwab Corporation. They discussed the future of finance, AI's impact, and what it’s like to be the $12 trillion king of brokerages. (Listen)

THE HALO TRADE

Source: SCMP

Last month, Josh described what he called the biggest theme of 2026: ‘HALO.’ Heavy assets, low obsolescence. In short, stocks that AI can’t disrupt. Josh followed up with a post with some actual names that fit the theme. The (global) media has picked up the theme and has run with it. You can find HALO mentioned in Morningstar, Business Insider, Investopedia, Financial Review, The Week, SCMP, AFR, and elsewhere.

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 James Lebanthal, Partner & Chief Market Strategist at Celerity Partners.

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