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This Week on The Compound

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EPISODES

On TCAF this week Josh and Sean Russo spoke with Jonathan Thomas, CEO and President at American Century Investments. They discussed the remarkable rise of Avantis Investors, why active ETFs are gaining ground, whether AI is creating an earnings bubble, why the market is broadening beyond the Magnificent Seven, and where the biggest long-term opportunities in AI may emerge. (Listen)

INSIDE THE COMPOUND

SpaceX went public a little more than a month ago at $135 a share. On Friday, SpaceX closed at $123.99. This week Josh Brown at Downtown Josh Brown looked at the ‘thirsty behavior’ surrounding the SpaceX IPO and wrote:

❝

We had to talk a lot of people out of doing dumb stuff in the run-up to the initial public offering and, fortunately, people listened for the most part. Now you can buy as much SpaceX as you want, below the offering price, just a couple of weeks later.

Josh Brown

CHART OF THE WEEK

Source Chart Kid Matt

Wall Street analysts get a bad rap. However when it comes to forecasting the earnings for the S&P 500 out a year ahead they do a pretty good job. Matt Cerminaro at Chart Kid Matt notes that when analysts do fail it is due to an economic recession.

MERCH

Summer is officially here, so grab a Compound Serif hat to help the keep the sun out of your eyes. You can always check out all our merch at idontshop.com.

COMING UP

Next week on TCAF, Josh and Michael will be joined by Ron Baron, Founder and CEO, and Michael Baron, Co-President, at Baron Capital.

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