V-Shaped Recoveries

This Week on The Compound

August 24, 2025

This Week on The Compound

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This week on TCAF, Josh and Michael were joined by returning guest Tom Lee, co-founder and Head of Research of FundStrat. They discussed V-shaped recoveries, the AI-driven economy, the case for Ethereum, and Tom's Granny Shots. (Listen)

OUTSIDE THE COMPOUND

Grift has always existed, but you could argue that we live in the golden age of grift. Cullen Roche, who has appeared on Ask the Compound, notes some reasons why people no longer fear getting caught with their hands in the cookie jar. Roche writes:

I suspect a lot of this is due to humongous growth in the crypto space, but if I had to pick an underlying fundamental cause I’d argue it’s also occurring for the same reason that the internet is such a cesspool of bad behavior – we just don’t care about other people because there’s no interpersonal relationship in more and more of our business dealings.

Cullen Roche

MERCH

Summer is running out, but there is still time to grab a Compound beach towel. Check it out and lots more dope merch at idontshop.com.

COMING SOON

This week on TCAF, Josh and Michael will be joined by Jan van Eck, Chief Executive Officer of VanEck.  

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