Compound Growth
We will share insights into current market movements, tips for achieving financial freedom, and answer common questions about the financial world.
Episodes
71 episodes
Is the AI Bubble Just Getting Started?
Everyone seems to agree AI is a bubble that's about to burst. But what if everybody's wrong? This week starts with a contrarian column arguing that roughly $1 trillion in AI build-out since 2024 is only about 2% of GDP, while past build-outs li...
Billionaires Dodging a Wealth Tax, New England's Housing Rally, and Mortgage Rates Jumping Two Full Points
This week opens with a genuinely funny mishap — one host asked Gemini to research video ideas and got rickrolled by the AI itself, complete with a self-aware "busted" when called out — before the show turns to a much bigger AI story: a wave of ...
A Peacock Who Can't Fly, Tucker Carlson's Boat, and Dan Wilson's Road to CoFi
This week Wheeler and Colin sit down with Dan Wilson, CoFi Advisors' newest financial planning associate and a CFP® candidate, to get his full story — after months of him quietly feeding the show's news segments from his own five-newsletter-a-d...
The SaaSpocalypse That Wasn't, a Strait of Hormuz Workaround, and the Architecture of Your Own Spending
Wheeler's Whoop sent him a pop-up after his first Rolfing session, checking in on how his body was feeling — which kicked off a bigger question the hosts have been circling for a while: is AI actually adding value, or is it just smoke and mirro...
Who Really Owns the Debt, the Worst Trade of the Last Five Years, and Mark Cuban's Equity Tax Idea
Wheeler opens this week's headline discussion after a conversation with his partner Jess, who came away from an NPR Up First segment thinking that countries lending the U.S. money are charging higher interest rates because the U.S. looks riskie...
Moderna's Best Day Ever, Nvidia's Plan to Securitize Compute, and Dark Fiber All Over Again
Moderna jumped roughly 130–137% in a single day this week on a major mRNA cancer breakthrough: a personalized cancer shot, built using AI to sequence a patient's own tumor, completed Phase 3 trials with strong results. The hosts trace it back t...
Record Highs, a Blown-Up Hedge Fund, and an AI That Talked Its Way Past Its Own Sandbox
The market keeps notching new record highs, and this one opens with the case for why: the S&P 500 is up roughly 13% year to date, 63% of the index has now reported Q2 earnings, and the beat rate sits at 86%, well above the 5-year average of...
The Market as AI: What a Listener Question Changed About How We Think
A listener noticed something: when Wheeler and Colin talk about the market, they talk about it like it's alive. Like it knows things. Like it's learning. So this episode starts with that observation and goes somewhere genuinely surprising.<...
Is Going Viral Bad for Business? (with Maddie Tudor)
Maddie Tudor has been part of our marketing team at CoFi Advisors for going on four years, and this week she sits down with Wheeler and Colin to make an argument she can't always sell to her own clients: going viral is often exactly the wrong t...
The Future Probably Isn't What You Think It Is
A book about how people picture the future kicks off this one: close your eyes and imagine what's ahead, and it turns out most people picture something quiet and grounded, not the flying cars or dystopia a futurist might expect. From there the ...
What Does 60 Years of Compounding Actually Look Like?
Debit card users are quietly funding everyone else's credit card rewards. Wheeler and Colin trace the three ways credit card companies actually make money, interchange fees, net interest income, and annual fees, and land on why swiping a debit ...
Is Free Money Ever Really Free?
The personal savings rate sits at 2.6%, and Wheeler and Colin argue it tells you almost nothing. Someone making $100,000 who saves $10,000 is saving at 10%. Someone making $1,000,000 who saves the same $10,000 is saving at 1%. Both count exactl...
June 2026 Monthly Recap: Are Markets More Important Than The Economy?
June brought rotation, not direction. The Nasdaq finished down almost 3%, the S&P was flat, the Dow was up, and small caps led with the Russell 2000 up 3.6%. Taiwan's index is up 62% year to date, but it's essentially two stocks, and that s...
Hyperscalers, Housing Bills, and the GLP-1 Moment
Colin came in from fishing. Wheeler was trying to buy Olivia Rodrigo tickets mid-recording. They still got through a packed week.The Road to Housing Act passed with bipartisan support — a bill to cut red tape on home construction and li...
The AI Build-Out Nobody Wants
This week Wheeler and Colin open with a conversation about inflation — what it actually costs to travel in Vegas and California right now, why broad inflation numbers don't tell the full story, and how the experience varies dramatically dependi...
Shae Murray on Career Pivots, Building Trust and Finding Your Place In Finance
In this episode of Compound Growth, Colin and Wheeler sit down with their colleague and the third leg of the stool — Shae Murray — for a candid, wide-ranging conversation about non-traditional career paths, what it really takes to build confide...
The Tax Side of Building Wealth: RSUs, IPOs, and Who's Actually in Your Corner with Katrina Kowalski, CPA
Did you know that in the United States, anyone can sign your tax return — no license required? Katrina Kowalski found that out the hard way when her husband got hit with a $50,000-plus IRS audit, courtesy of an unlicensed preparer who was a fam...
May 2026 Market Recap: The SpaceX Question
Ferrari announced a $640,000 electric car with worse performance than a Tesla Model S — and screened the journalists who came to see it based on how they felt about EVs. It's a strange move for a brand built on confidence. It's also a pretty go...
The Real Cost of Buy Now, Pay Later
Buy now, pay later has gone from a niche checkout option to a fixture of how Americans spend — on everything from concert tickets to groceries to medical bills. The industry processed over $114 billion in transactions in 2024 alone, and the num...
The Vibesession: Why the Economy Feels Broken Even When It Isn't with Seth Buks
There's a gap between what the data says and how people feel — and right now, that gap is enormous. Wheeler and Colin sit down with Seth Buks, a market strategist and thought leader who has spent nearly two decades translating complex financial...
One Year In: What Compound Growth Actually Means
One year ago, Wheeler and Colin hit record on a podcast with no script, no audience, and no certainty it would go anywhere. This episode marks that anniversary — and uses it as a lens for the thing the show has always been about: what does it a...
April 2026 Market Recap: Relief Rally, Record Earnings, and the Intel Chart Nobody Can Explain
April was one of the more eventful market months in recent memory, and Wheeler and Colin are breaking it all down. The S&P finished the month up 12%, the Nasdaq up 18%, and semiconductors — led by an almost impossible 116% single-month run ...
What the Biggest IPO in History Means for Your Money
Most people think of an IPO as a news event. A company goes public, the ticker starts flashing, and you decide whether to buy in or not. But what's coming in the next 12 to 18 months isn't just a news event — it could be one of the most consequ...
Community, Culture, and the Business of Bringing People Together with Ben Anderson
Ben Anderson didn't set out to build a community venue. He set out to buy a house near the seacoast and do more of the work he'd been doing his entire career — connecting people through music and live events. The Word Barn, located in Exeter, N...
When to Fire Your Financial Advisor (and How to Find a Better One)
Most people spend more time comparing cars than they do evaluating their financial advisor. Wheeler and Colin dig into one of the most important — and most avoided — conversations in personal finance: how to know when the advisory relationship ...