Today’s Compound and Friends is brought to you by VanEck and Janus Henderson:
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This episode is sponsored by VanEck. To learn more about RAAX, visit https://www.vaneck.com/RAAXCompound. |
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This episode sponsored by Janus Henderson, Investing in a Brighter Future Together. Visit https://www.janushenderson.com/ for more information. |
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The Compound and Friends:
On today’s show, we discuss:
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CoreWeave targets ‘unlimited’ insurance money to fund AI build-out
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The Sleepy Insurance Product That Came to Power Private Credit’s Ascent
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Jefferies’ Chris Wood Sees ‘Massive Capital Destruction’ in AI
Pictures:






Charts:








Steve Eisman:
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LinkedIn: https://www.linkedin.com/in/steve-eisman-493415367/?isSelfProfile=false
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Substack: https://realeismanplaybook.substack.com/
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