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This Week on The Compound
This Week on The Compound
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On TCAF this week, Josh and Michael spoke with returning guest Jeremy Grantham, co-founder of GMO, and author of the new book The Making of a Permabear: The Perils of Long-Term Investing in a Short-Term World. They discussed stock market bubbles, the ups and downs of managing money, the widening wealth divide, and the future of clean energy tech. (Listen)
INSIDE THE COMPOUND
Josh Brown writing at Downtown Josh Brown pulls together some threads that he is seeing in the markets. He writes:
What all these winning trades have in common is that they are part of the reflation trade, part of the AI trade or part of the geopolitical storm trade. And all three of these trades have aspects that are interwoven together - gold and borders and AI competitiveness and supply chains, it’s all sort of one big story where you have to understand these smaller stories in order to keep up.
CHART OF THE WEEK
Matt Cerminaro at Chart Kid Matt highlights a major shift in market leadership. He shows that small caps have led in 2026, while Mag 7 stocks have lagged.
MERCH
The Compound Trucker hats come in two colors, so something for everyone. You can always check out all our cool merch at idontshop.com.
COMING UP
Next week on TCAF, Josh and Michael will be joined by returning guest and fan favorite, Tom Lee, CIO of Fundstrat Capital.
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