The Rule of 40

This Week on The Compound

December 07, 2025

This Week on The Compound

Fine-tune your portfolio

Explore strategies designed to help maintain growth potential for whatever comes next.

This week on TCAF, Josh and Michael were joined by Vlad Tenev, co-founder and CEO of Robinhood. They discussed the Robinhood story, the retail trading landscape, GameStop, and prediction markets. (Listen)

INSIDE THE COMPOUND

AI has been THE story in markets for 2025. However, something important happened in the past couple of weeks. The faultlines between OpenAI and Google have opened up. Josh Brown writes:

The upshot is that over the last few weeks investors began choosing sides and making a more pronounced wager on one or the other version of a massive AI platform. And the bets seem to be disproportionately on Alphabet’s vertically integrated version vs OpenAI’s sprawling taxonomy of partnerships, products and projects with third parties.

Josh Brown
Downtown Josh BrownYour friend on the inside

TWEET OF THE WEEK

Chart Kid MattMost of my charts stay in excel. The best make it to your inbox.

MERCH

The Animal Spirits Fall Mug is here! Ben may not drink coffee, but you can with one of these new mugs. Remember, you can always check out all our cool merch at idontshop.com.

COMING SOON

This week on TCAF, Josh and Michael will be joined by Joe Weisenthal and Tracy Alloway, co-hosts of the Bloomberg Odd Lots podcast.

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