The Compound and Friends: How Individual Investors Outsmarted the Pros

Today's Compound and Friends is brought to you by F/M Investments:

  • See here for more information on the Ultrashort US Treasury TIPS ETF

On today’s show, we discuss:

  • Massive cash balances in the U.S.

  • The resilience of the consumer

  • Possible signs of a slowing economy

  • Fewer employees, more robots

  • Morningstar performance

  • AI and financial services

  • Investor education in 2025

  • Private equity for retail investors

Charts:

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