The Compound and Friends The Week We All Found Out
26 snips
Aug 8, 2025 
Join Sam Ro, the founder of the award-winning newsletter Ticker, and Luke Kawa, markets editor at Sherwood News, as they dive into the influence of AI on the economy and consumer spending trends. They discuss the integration of alternative assets like crypto and private equity into 401(k) plans, examining the risks involved. The conversation also sheds light on the complexities of job data collection post-pandemic and the implications of leadership changes on economic data integrity. Get ready for a blend of sharp insights and market dynamics!
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Sam Ro's Flooded Apartment Story
- Sam Ro was displaced due to his apartment getting flooded from an upstairs sink left running.
- He experienced a full remediation process including drywall removal and hotel stay reimbursement.
Risks in Alternatives for 401(k)s
- Private equity, crypto, and alternatives opening in 401(k)s is a shift that risks poor outcomes for some investors.
- This trend continues risk shifting to individuals, not everyone is equipped to handle it.
AI Dominates Economy and Market
- AI spending now drives the entire economic and stock market earnings growth narrative.
- Consumer spending slows, but hyperscalers and enterprise AI CapEx keep markets afloat.