The Compound and Friends cover image

What Tom Lee's Worried About in 2026

The Compound and Friends

00:00

Where We Are in the Market Cycle

Tom argues earnings growth, improving breadth, and blockchain/onshoring spending point to a mid-cycle expansion, not late-cycle.

Play episode from 13:38
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app