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The Compound Podcasts:

On today’s show, we discuss:

• This is What Normalization Looks Like (Mostly)

• The Gut-Wrenching Play in Investing Right Now: Buy and Hold

• Is Retail the Smart Money Now?

• The Jaw-Dropping Cost of a Hamptons Girls’ Weekend

• ‘It’s a Weird Time to Be Rich Right Now’

• Does College Still Have a Purpose in the Age of ChatGPT?

• Drawdowns and Recoveries

• America’s homes, and the people who buy them, are getting older

• American Homes Are Shrinking. Why Are They Still So Unaffordable?

• Private equity founder warns retail investors risk being saddled with worst assets

• Some Things I’ll Never Spend Money On

• Weekend reading: You will probably die old. That’s a good thing.

• ‘Lilo & Stitch,’ ‘Mission: Impossible’ Deliver Memorial Day Box-Office Record

Charts:

Tweets:

Today 87% of US companies with >$100M in revenue are private, while 13% are public. The growth of private market investing over the years (source: Morgan Stanley research):

— Jeff Richards (@jrichlive)
2:10 PM • May 26, 2025

JUST IN 🚨: Japan’s 40-year bond yield hits 3.63, an all-time high 👀

— Barchart (@Barchart)
1:56 AM • May 22, 2025

Recommendations:

• You

• Handmaids Tale

• The Studio

Contact us at animalspirits@thecompoundnews.com with any feedback, recommendations, or questions.

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