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The Compound Podcasts:

On today’s show, we discuss:

• Economic Warnings About Trump's Tariffs Are Piling Up

• Dallas Fed Energy Survey

• Wall Street Salivates Over a New Trump Boom

• Corporate America's Euphoria Over Trump's 'Golden Age' Is Giving Way to Distress

• Discipline Funds Weekend Reading 

• Trump officials, allies grow anxious about April 2 tariffs

• Rebuffed: A Closer Look at Options-Based Strategies

• BlackRock sees outcome ETFs jumping to $650 Billion by 2030

• Half of American Households Hold 97.5% of the National Wealth

• America has never been wealthier. Here's why it doesn't feel that way.

• Private Equity Is Coming for America's $12 Trillion in Retirement Savings

• The Share of Households with a 401(k) Loan

• The Last Decision by the World's Leading Thinker on Decisions

• Monthly Housing Payments Hit All-Time High

• Home Buyers Start to Come Off Sidelines Even as Rates, Prices Stay Stuck

• This 4-Bedroom Ranch in N.J. Tells You Everything About the Lopsided Housing Market

• Apple is Losing Over $1 Billion a Year on Streaming Service

Charts:

Tweets:

SEMI-SHOCK: US-focused ETF inflows have obliterated any other Q1 with +$137b, which is 85% of all flows. Ex-US ETF haul as actually been below avg. While headlines, HFs talk ‘exiting’ the US, ETF investors are on a buying spree for better or worse.. via @SirYappityyapp

— Eric Balchunas (@EricBalchunas)
1:30 PM • Mar 27, 2025

“Getting out is easy, but getting back in is hard.  I’ve seen every major market low since the 1980s, and none of them were even remotely obvious” @DataTrekMB’s Colas

— Sam Ro (@SamRo)
11:42 AM • Mar 28, 2025

Recommendations:

• The Studio 

• Hoosiers

• About Last Night 

• Glengarry Glen Ross

• One Battle After Another 

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