On TCAF this week Josh and Michael spoke with Daniel Clifton, Partner and Head of Policy Research for Baird Strategas. They broke down the market chaos following the 2026 midterm elections and what the political shakeup means for investors. They discuss the massive selloff in Nvidia and AI stocks, whether the growing backlash against data centers could derail the AI boom, how the election could reshape Big Tech spending, and why history suggests stocks could rally after the midterms. (Listen)

Despite a tough week, the stock market is still solidly higher on the year. Ben Carlson at A Wealth of Common Sense notes how the volatility of the biggest stocks in the market, like Meta, are giving investors indigestion.

A new Compound-Tropical Bros. collab just dropped. The Compound x Tropical Bros. Par-Tee Polo brings together everything we love about the game and the island lifestyle. Featuring a clean white backdrop with palm trees, golf clubs, golf balls, and The Compound logos throughout, this polo is built to stand out. A women’s version is available as well!

Next week on TCAF, Josh and Michael will talk with returning guest and fan favorite JC Parets of TrendLabs.