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On today’s show, we discuss:

• Credit market outlook

• Why the U.S. Economy Will Muddle Through Trump’s Tariffs. Probably.

• GDPNow 

• Federal Reserve Board issues Economic Well-Being of U.S. Households in 2024 report

• The Automation Bet: How Amazon Robotics Is Transforming Its Long-term Profit Engine

• It’s Waymo’s World. We’re All Just Riding in It.

• Home Sales in April Fell for the Second Straight Month

• Home sellers face an ‘absolutely brutal’ market that’s tilting in buyers’ favor

• Is private equity becoming a money trap?

• The Status of US Sports Rights 

Charts:

Tweets:

This is why you need to incorporate a little technical analysis in your framework. Sometimes the markets can “see” things that we cannot.

— Warren Pies (@WarrenPies)
12:42 AM • May 29, 2025

Market concentration is global phenomenon

— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi)
12:14 PM • May 26, 2025

Maybe my biggest long term macro prediction.

First AI will come for services inflation.

Then the robots will come for goods inflation.

Then the govt will come with ZIRP.

10-20 years max. Maybe sooner given how fast AI is changing.

— Cullen Roche (@cullenroche)
4:17 PM • May 28, 2025

A record surge of investment in information processing equipment boosted U.S. GDP by a full percentage point in the first quarter. In other words, excluding the data center bonanza, the economy would have registered a 1.2% contraction (h/t @DoubleTGolle)

— Matthew B (@boes_)
4:57 PM • May 29, 2025

🫡

— Logan Mohtashami (@LoganMohtashami)
2:53 PM • Jun 1, 2025

Inevitable

— Mark Mitchell, Rasmussen Reports (@honestpollster)
12:23 PM • Jun 1, 2025

NEW: It’s not just Delta. All three of the nation’s largest airlines are charging some solo passengers higher fares than groups of two or more – sometimes significantly higher.

— Kyle Potter (@kpottermn)
2:25 PM • May 29, 2025

Recommendations:

• The new Jurassic Park 

• Crazy Stupid Love 

• The Last of Us

• Novocaine

• Your Friends and Neighbors

• Mountainhead 

• Nonnas

• Seth Rogan and Evan Goldberg on The Town

Contact us at askthecompoundshow@gmail.com with any feedback, recommendations, or questions.

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Check out our t-shirts, coffee mugs, and other swag here.

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• Spotify

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