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This Week on The Compound
This Week on The Compound
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This week on TCAF, Josh and Michael were joined by returning guest Sam Ro of TKer fame and Luke Kawa, Markets Editor at Sherwood News. They discussed AI dominating the economy, crypto and PE in 401(k)s, consumer spending, and the BLS. (Listen)
Why We’re Electing Socialist Mayors When the Stock Market is at All-Time Highs | Live From the Compound (Listen)
Which “Falling Knife” Stock Would You Buy? | What Are Your Thoughts? (Listen)
Markets are Crazy. Is the New Normal? | Ask the Compound (Listen)
The Week We All Found Out | The Compound and Friends (Listen)
AI EVERYWHERE
This week on TCAF, the crew discussed the impact of AI-related capex on the U.S. economy. Coincidentally, OpenAI also released GPT-5. You can also read what Derek Thompson and Kyla Scanlon had to say about the impact of AI on the economy and society. Ben Thompson of Stratechery notes the paradigm shift that is AI and how it could impact some of the biggest companies in the world. He writes:
If I take that same analytical approach to AI, and assume that the winners of the previous paradigm will be fundamentally handicapped in the new one, not despite their previous success, but because of it, then I ought to have been alarmed about Apple and Amazon’s prospects from the get-go. I’m not, for the record, ready to declare either of them doomed; I am, however, much more alert to the prospect of them making wrong choices for years, the consequences of which won’t be clear until it’s too late.
CHART OF THE WEEK
Prior TCAF guest Matt Cerminaro recently launched a newsletter. This week, he examined the increased efficiency of the S&P 500 companies. Sign up today to get more charts like this in your inbox.
MERCH
Summer is running out, but there is still time to grab a summer Animal Spirits t-shirt. Check it out and lots more dope merch at idontshop.com.
COMING SOON
This week on TCAF, Michael will be joined by Shannon Saccocia, Chief Investment Officer-Wealth at Neuberger Berman, and Todd Sohn, ETF Strategist at Strategas Asset Management.
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