On today’s brand new episode of my podcast, The Compound Show, I discuss this and a lot more.

They note that although we’re having a resurgence, it might be topping out here…

the pandemic will only amplify the new trend toward protectionism, onshoring of supply chains, competition

How many business trips of the future have been canceled in advance of their own existence, like Marty McFly fading away in family photos

Asking people why they buy gold is like asking them why they smoke weed.

Barron’s asks economists and asset managers about the investment implications of this growing, underlying risk.

So here’s what we don’t know: 

Chart o’ the Day comes from Bank of America Merrill Lynch’s economics team.

Harry Truman said “It’s a recession when your neighbor loses his job; it’s a depression when you lose yours.”