This Week on The Compound

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On TCAF this week, Josh and Michael spoke with returning guest Garrett Baldwin, of the Me and the Money Printer newsletter. They discussed weird market dynamics, recent global events, and the problem with private credit. (Listen)

CHART OF THE WEEK

Source: Chart Kid Matt

Due to the war in Iran, we saw a spike in crude oil prices. Your intuition is probably that higher oil prices are bad for the stock market. Matt Cerminaro at Chart Kid Matt dug into the data when crude oil jumped more than 5% two days in a row. Historically, the stock market has shrugged this off. There is no resolution for the conflict in sight, but it’s good to know some of the background.

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 Rick Wurster, President and CEO of The Charles Schwab Corporation.

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