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Today’s Compound and Friends is brought to you by Aberdeen Investments and Clearbridge:

This episode is sponsored by Aberdeen Investments. Learn more at https://www.aberdeeninvestments.com/active-etfs

This episode is sponsored by Clearbridge. Companies with physical assets, predictable cash flows and durable moats are well-positioned in a volatile, high‑valuation market. Find out more at https://www.clearbridge.com/

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The Compound and Friends:

On today’s show, we discuss:

• Every Wall Street Analyst Now Predicts a Stock Rally in 2026

• Big Tech Stocks Rout Is Flashing Signals of a Turnaround

• Distressed-debt funds target private credit downturn as ‘greatest opportunity’ since 2008

• SpaceX Files to Go Public, Setting Stage for Huge I.P.O.

Charts:

Tweets/Bluesky:

Twitter tweet

Dan Greenhaus:

• Twitter: https://x.com/DanGreenhaus

• LinkedIn: https://www.linkedin.com/in/dan-greenhaus-88317a16/

Alexandra Semenova:

• Twitter: https://x.com/alexandraandnyc?lang=en

• LinkedIn: https://www.linkedin.com/in/asemenova6/

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

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