Now is the time to double down on the real world. youtu.be/gXleMXgpWsc?...

President Trump wants to relax the quarterly earnings requirement for public companies. I explain how this regulation came to be in the first place back in 1970 after a wave of lying, cheating and stealing rocked the stock market on a regular basis. www.youtube.com/watch?v=3GgT...

You do not want to see a 50 basis point cut in interest rates this week. Nick Colas explains why on an all new What Did We Learm? youtu.be/gAxH4LE8WKk?... @datatrekresearch.bsky.social

Live from Future Proof - a brand new episode of The Compound and Friends starring $1.5 trillion Franklin Templeton's CEO Jenny Johnson Watch: www.youtube.com/watch?v=YJdE... Listen: podcasts.thecompoundnews.com/show/TCAF/15...

Pitching the GOAT today

The truth behind the private markets boom that’s reshaping the investing landscape. New TCAF is now 🆙 Apple: podcasts.apple.com/us/podcast/t... Spotify: open.spotify.com/episode/4ArR... YouTube: youtu.be/EyIkATsABXk?...

How to make money in the bull market for electricity Big insights from Jan van Eck this weekend youtu.be/oiq7t0yQrmw?...

Investors have just piled into a new record level of margin debt, nearing one trillion dollars. Michael and I are going LIVE at 5pm ET, chat's already lit, let's go! www.youtube.com/watch?v=dDEP...

Ladies and gentlemen, Mr. Wilfred Frost. The difference between US and UK investors + how his dad nailed Richard Nixon in one of the most famous interviews of all time. Brand new on The Compound. youtu.be/T6B54XT_IGY?...

Huge thank you to @profgalloway.com and Ed Elson for inviting me to co-host the show with Scott on vacation. We had a big chat about whether or not the AI hype has gone too far Spotify: open.spotify.com/episode/10M0... YouTube: www.youtube.com/watch?v=0MPK...

There have been 12 "waterfall" declines since WWII for the US stock market and in almost all cases the recovery has been V-shaped. They're not anomalous, they're the norm. 130,000 people watched this episode of The Compound and Friends in its first 24 hours. youtu.be/4Ga6GcMl3_c?...

TOMORROW

My best guess is that within a year Coinbase will either build or buy a traditional brokerage so that, like Robinhood, they can offer investors an all-in-one platform where stocks, ETFs and coins sit side by side. What do you think they will do? youtu.be/-zD5WFeklaY?...

Of all the mistakes Democrats made in 2024, missing the opportunity to court young people via support for crypto was one of the most obvious. I asked Coinbase Chief Legal Officer Paul Grewal and CFO Alesia Haas about this and more, watch it here: www.youtube.com/watch?v=-zD5...

Warren Buffett’s Berkshire Hathaway scooped up $5 million shares of the crashing UnitedHealth (UNH), now in a 50% drawdown over the last year. Also sold more Apple, BofA shares and bought back in to homebuilders Lennar and D.R. Horton. www.cnbc.com/2025/08/14/w...

S&P 500 at a new record, we’re going LIVE at 5pm ET youtube.com/live/aiF4a7R...

Eminem surprise pop-out at the NYC premiere of his new doc “Stans” last night. We loved the movie. Highly recommend.

Jaw-dropping chart from Callie Cox - AI spending is now holding the entire economic growth story of the United States up while hiring and consumer spending grinds to a halt. Sustainable or not so much? www.optimisticallie.com/p/humans-rob...

Stocks at all time highs with record participation among young people - so why are they also embracing socialist mayors? Garrett Baldwin explains what’s happening and why. youtu.be/VsTxRl1wlAw?...

You're probably being pitched private equity and private credit like crazy right now. In my new piece, I take you behind the curtain to explain why that is and what information you need to be armed with before saying yes. A new piece by me! www.downtownjoshbrown.com/p/why-be-an-...

Adam Parker cooking. 30,000 people have watched this episode on YouTube in its first day. youtu.be/bXfr7GZ95mY?...

We’re UP with Adam Parker on all podcast platforms let’s go 🔥🔥🔥 YouTube: youtu.be/bXfr7GZ95mY?... Spotify: open.spotify.com/episode/4IwG... Apple: podcasts.apple.com/us/podcast/t...

We’re UP with Adam Parker on all podcast platforms let’s go 🔥🔥🔥 YouTube: youtu.be/bXfr7GZ95mY?... Spotify: open.spotify.com/episode/4IwG... Apple: podcasts.apple.com/us/podcast/t...

When a man turns 40 years old, he is forced to make a choice: 1. Learn to love grilled chicken 2. Become 600 lbs There is no third option.

Wall Street now believes Trump is actually winning his trade war. As companies complain about macro uncertainty and falling demand, the S&P continues to hit record highs anyway. What’s going on? We’ll tell you, brand new: www.youtube.com/live/pKwSwOK...

Premiering today at 5pm ET VIEWER CHAT ALREADY LIT Celebrating 20 years of Michael Cembalest’s must-read research and the big lessons to be learned for everyone. See you there youtu.be/JQwEFmwOJe4?...

Meme stocks or market manipulation? New TCAF is now UP! YouTube: youtu.be/UrAxcicguss?... Spotify: open.spotify.com/episode/6isd... Apple: podcasts.apple.com/us/podcast/t...

You can't stop what's coming. www.youtube.com/watch?v=yFla... Stock rally fuels consumer swagger Mohamed El-Erian tells Fed Chair to resign Amazon / Tesla earnings preview Meme stocks are BACK ...and so much more. 5pm ET we are LIVE literally on The Compound

Just wait til you see this chart Jessica Rabe made for the new episode of What Did We Learn tonight. Premiering at 5pm EST with me, Jess and Nick Colas @datatrekresearch.bsky.social www.youtube.com/watch?v=jSyd...

The S&P 500's rebound from April is now 26%, a move so extreme it's divided consumer sentiment in half - if you own stocks (top 30% of households), confidence is back. If you don't, sentiment is at the lows of '22. When people say "the consumer" is doing this or that, ask "which consumer?"

Asset prices - whether it’s stocks or houses or gold - can trend for a long time. Volatility, on the hand, doesn’t trend, it mean-reverts. People think it’s the opposite. These are just facts. Important reminder as we sit at new all-time highs. Follow The Compound for updates.

I give you my permission to sell some Nvidia here. With one caveat: youtu.be/NZufonUBKo8?...

Live premiere happening NOW - why every financial institution is racing to create and utilize stablecoins - this might finally be the "killer app" everyone's been waiting for. www.youtube.com/watch?v=PXCr...

We are halfway through what's shaping up to be the WORST DECADE for Treasury bond returns of all time. The table below depicts real (inflation adjusted) returns for the asset class. @bencarlson007.bsky.social explains what to do now: awealthofcommonsense.com/2025/07/is-t...

Stock market rally should persist in the second half. Here's why, via our friends Ryan and Sonu Listen: podcasts.thecompoundnews.com/show/TCAF/re... Watch: www.youtube.com/watch?v=J4KR...

All of a sudden the pro wrestling fans are no longer interested in the Epstein files. Like, all at once. Interesting.

Dieting my way through Milan this week. Back soon.

Good morning. Nvidia is on the cusp of breaking above $4 trillion in market cap. At that level, it would be valued 36% higher than the entire British stock market (FTSE 100) and just 18% below the total value of Japan's Nikkei 225.

Two possible ways to end the 2020’s decade - productivity boom or deficit quagmire. Ladies and gentlemen, in the battle for America’s future, it’s AI vs Debt. We brought Joe Davis the Chief Global Economist at Vanguard to make his prediction. Up NOW just for you! youtu.be/WM2Yo5p-mNs?...

Young people in cities aren’t voting for socialism, they’re voting for something better than whatever leads to $29 sandwiches and the monetary feudalism of the current system, according to Garrett Baldwin themoneyprinter.substack.com/p/you-didnt-... You Didn’t Kill Capitalism. The Fed Did.

Why trend following works in the stock market, with Cole Wilcox - new episode is now UP have a great weekend! Watch: www.youtube.com/watch?v=jEgy... Listen: podcasts.thecompoundnews.com/show/TCAF/st...

Looking for alpha

Gonna find a way to get some rest this summer, I don’t care if it kills me.

Government-run Carbones for everyone

I'm going live with @bencarlson007.bsky.social today at 1pm ET to answer the question "How do young people get rich" Live chat while we stream, join in here: www.youtube.com/watch?v=7hII...

Michael and I are live today, 5pm ET, hit the link www.youtube.com/live/0mBQgfw...

Novo Nordisk goes to war with the compounding pharmacies knocking off their weight loss drugs. They tried a partnership with Hims & Hers and terminated it after one (ONE!) month. HIMS down 35% in the pre-market. www.prnewswire.com/news-release...

Good morning. What flag will you be marching around with today?