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SCOUT· 63%1h 47m·2025-09-23·Money
SCOUT· 63%1h 47m·2025-09-23·MoneyIs It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
The Compound and Friends
On this TCAF Tuesday, Josh Brown welcomes Telis Demos, writer for Heard on the Street and co-host of The Wall Street Journal’s Take on the Week podcast to discuss: mortgage rates falling, the TikTok deal, record margin debt, JPMorgan credit card spending, the new threat facing active fund managers, Private market…
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