Buying the Dip

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On our latest Compounding Wisdom video, Paul and I cover:

• The spat over Greenland

• Things to be optimistic about for 2026

• Flows into stock funds

• Big GDP surprise

• Wisdom of the Week: Breakthrough Ideas and Netflix

You can watch our third YouTube episode below:

Keep learning. Keep growing. Keep going.

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Now here’s what I’ve been reading, listening, and watching:

• Marc Andreessen: The real AI boom hasn’t even started yet by a16z

• Listened to the following earnings calls: Merck, AMD, Alphabet, Chubb, The Cigna Group, Blue Owl Capital, Illumina, Amazon, Philip Morris International plus Cisco’s AI Summit

• The Valuation Treadmill by James Park

• Children’s Books (I have a 6-year old and a newborn): What If You Had Animal Teeth? by Sandra Markle (Author), Howard McWilliam (Illustrator)

Here’s what I’ve been writing:

• It’s a Midterm Election Year

• So Goes January

• Wisdom From Brent Beshore’s Annual Investor Letter