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The industrial real estate market in the US is experiencing a period of remarkable growth. Clarion Partners’ latest research report examines the strong performance of the sector, which is driven by e-commerce companies, strategic inventory stockpiling and the development of specialized subtypes such as industrial outdoor storage (IOS). Discover top insights on why US industrial real estate continues to outperform.

The Guru

This weekend everyone is talking about the newest episode of The Compound and Friends and for good reason. We had our friend and frequent guest Tom Lee of Fundstrat Global Advisors on the show for a wide-ranging talk about the set-up into year-end. Tom takes us through his thesis regarding the main drivers of stock prices and why the small cap catch-up trade is among the most exciting opportunities now. We get into emerging markets like China and Argentina, the AI trend, demographics, the earnings outlook and, of course, pizza.

We cover these topics all the time with a whole roster of illustrious guests but there’s something really special about when Tom drops in. So far, over 130,000 have watched the YouTube video in just the first 48 hours since we published on Friday night. Downloads for the audio podcast have been soaring as well.

Tom appears on television all the time. But there’s something unique about giving him 90 minutes to go deeper than just the soundbites and talking points that TV formats usually require. This is what podcasts were made for. They don’t replace the immediacy and urgency of the cable news networks. They give deep thinkers like Tom the space to say something more substantive beyond just commenting about the news of that day.

One thing worth pointing out is that Tom has become a fan favorite on our show (and elsewhere) because he doesn’t give you three answers when one will suffice. He doesn’t equivocate or play games with “bull case, base case, bear case” commentary that’s designed to cover asses rather than elucidate. Tom says what he thinks and people appreciate that. Below, an example from some of the charts we cover in this show:

We really appreciate your listening and watching, as always. The best way to make sure you never miss an episode and you’re part of the scene is to subscribe to our channel’s official email, The Compound Insider.

You can watch Tom join Michael and I for the all new edition of The Compound and Friends below or click here to listen on your favorite podcast app.

On The Tape

Special thanks to my pal Dan Nathan for having me on his show On The Tape to discuss my new book. Dan and I go through some of the major themes from You Weren’t Supposed To See That and why some of the chapters resonate with so many investors.

The YouTube is below or listen to the full episode here.

Going Live Monday

I wanted to let you know about something cool we’re doing for The Compound YouTube audience on Monday (tomorrow).

For the first time ever, the eminent Sam Stovall (of S&P index committee fame) will be joining us for a livestream Q&A session. This is our chance to ask him all of the burning stock market questions we’ve accumulated over the years. We’re going to be scanning the live chat for your best questions too and we’ll ask them on the air.

Subs will get the alert before the show starts. If you want to manually add it to your calendar, it’s 4pm ET sharp Monday, September 30th. Here’s the link to the livestream.

I hope to see you there! Enjoy the rest of your weekend, talk soon - JB