The Irrelevant Investor
Posts
The Compound and Friends: What Did the Fed Actually Say?

The Compound and Friends: What Did the Fed Actually Say?

Michael Batnick
October 31, 2025

Dividend Income ETFs Have Exploded ~100x In Seven Years.

Investors are demanding a creative approach to cashflow. Shelton Equity Premium Income ETF (SEPI) offers just that—it's active, it's differentiated, and it's inspired by Shelton Capital Management’s established Overall Morningstar 5-star Flagship Fund, EQTIX.

Explore SEPI

/Today's Compound and Friends is brought to you by Betterment Advisor Solutions:

This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors

The Compound and Friends:

The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

podcasts.thecompoundnews.com/show/TCAF

On today’s show, we discuss:

AI Bubble? The Real Danger is Tight Credit Spreads

Charts:

Tweets/Bluesky:

Owners equivalent rent, a measure of housing cost inflation, has fallen to the lowest since 2021, according to the latest CPI report.
— Lisa Abramowicz (@lisaabramowicz1)
12:40 PM • Oct 24, 2025

Microsoft Cloud run rate revenues up to ~$89 billion
The company's TOTAL revenues in FY14 were ~$86 billion
— Alex Morris (TSOH Investment Research) (@TSOH_Investing)
9:05 PM • Jan 25, 2022

Stephanie Roth:

[email protected]

Check out our t-shirts, coffee mugs, and other swag here.

Subscribe here: