The Compound and Friends

Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks

33 snips
Aug 5, 2025
Joining the discussion are Garrett Baldwin, an economist and financial writer, and Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. They explore the paradox of rising stock markets amid a youth shift toward socialism, analyzing the socioeconomic factors behind this trend. Garrett and Callie dive into the implications of AI on labor dynamics and investments, debate corporate spending trends, and reflect on recent earnings reports from tech giants. A humorous take on market intricacies adds to the engaging dialogue!
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INSIGHT

Fed Policy Fuels Asset Price Gap

  • Federal Reserve inflation targeting since 1993 has increased dollar debasement and asset prices disproportionately.
  • Many Americans haven't benefited from asset booms, fueling political discontent with capitalism.
INSIGHT

Stock Market Americans vs. Others

  • CEO compensation shifted from income to stock, amplifying wealth gains for executives and market participants.
  • This created a divide between 'stock market Americans' and those excluded from equity gains.
INSIGHT

Insider Buying Signals Market Bottoms

  • Each financial crisis leads to policy accommodations benefiting insiders and stabilizing rich investors' wealth.
  • Insider buying consistently signals market bottoms, amplifying inequality during recoveries.
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