Podcast
Compound Growth
Hosted by Compound Growth · EN
We will share insights into current market movements, tips for achieving financial freedom, and answer common questions about the financial world.
22episodes
Episodes
Newest firstAll episodes
The Vibesession: Why the Economy Feels Broken Even When It Isn't with Seth Buks
2d ago00:57:45Tap to summarizeThere'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 ideas into clear, actionable guidance for advisors and their clients. The conversation covers a lot of ground: where the economy actually stands on growth, inflation, and interest rates; why real wage growth over the past five years tells a very different story than the one most people believe; and what behavioral finance reveals about the decisions investors make when fear and greed start running the show.Seth breaks down the "vibesession" — the phenomenon where people feel economically terrible despite data pointing in the opposite direction — and explains the behavioral biases behind it, including recency bias, herding, and representativeness. The conversation shifts to AI and what the productivity data actually shows, why the bakery analogy matters for understanding GDP, and how to separate what's real from what's noise when every headline feels urgent.They also get into the mechanics of why markets compress: the investor psychology cycle, the buy-the-dip conditioning of the past decade, and what's been missing from recent market downturns that makes this moment harder to read. And in a candid conversation about private credit, the three explore how an investment product can start well-intentioned and quietly become something clients don't fully understand they've bought into — and what advisors owe clients when complexity steps in.The episode closes with one of the better pieces of career advice the show has heard: the asset that compounds most reliably isn't a portfolio. It's the relationships you keep.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →One Year In: What Compound Growth Actually Means
1w ago00:43:08Tap to summarizeOne 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 actually take to build something that compounds over time?The conversation opens with a riff on jargon — why professionals in every field lose the ability to explain themselves to the people they care about most, and what that says about the gap between expertise and genuine communication. From there, it moves into reflection. What consistency really looks like when no one is watching. Why early decisions that look small — staying independent, saying no to the wrong opportunities, betting on your own voice — tend to be the ones that matter most in hindsight.Wheeler and Colin discuss the moment they turned down a well-resourced firm that had everything except room for this, a podcast. They talk about the first year of advisors and what separates the ones who last. They revisit why growth, in any domain, is less about the headline moments and more about the accumulated weight of small, repeated choices.This anniversary episode is a honest conversation about where the show started, direct about where it's going, and grounded in the same belief that has run through every episode: that money, work, and the way people build things are all worth talking about clearly, without the jargon getting in the way.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →April 2026 Market Recap: Relief Rally, Record Earnings, and the Intel Chart Nobody Can Explain
2w ago00:46:29Tap to summarizeApril 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 in Intel — stole the show. But the real story underneath the numbers is earnings: more than 85% of companies that reported beat expectations, with average earnings growth hovering around 15%. That's not a sentiment rally. Companies are actually making more money.Wheeler and Colin dig into what's driving the semiconductor surge, why Intel's chart looks like nothing either of them has seen before, and how to think about the AI infrastructure build-out without getting swept up in the hype. The conversation also covers tariff uncertainty, the resilience of the consumer despite the noise, and why the US economy continues to confound the skeptics.Then things get a little philosophical. A discussion about fractional ownership of luxury assets — partial stakes in Ferraris, art, and collectibles — turns into a broader conversation about what anything is actually worth, and whether the financialization of everything is slowly draining the fun out of life. Plus: the Survivor betting market that spoiled the office bracket and confirmed that yes, there is a prediction market for literally everything now.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →What the Biggest IPO in History Means for Your Money
3w ago00:44:22Tap to summarizeMost 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 consequential reshufflings of capital in stock market history.Wheeler and Colin use the story of Uber's IPO as a starting point: a company that was visionary, polarizing, massively hyped, and still managed to underperform the S&P 500 by nearly 20 points over six years. From there, they build the case for why the pending IPOs of SpaceX, Anthropic, and OpenAI are categorically different in scale — and why the ripple effects will reach people who never buy a single share.The conversation covers how IPOs actually work, what history says about which ones survive and which collapse, why passive investors are going to own SpaceX whether they want to or not, and what happens to a market when three companies worth a combined $3 to $4 trillion try to enter it simultaneously. Colin also walks through the tax and strategy considerations for people sitting on locked-up private equity — and why borrowing against appreciated stock is often smarter than selling it.This is an episode about preparation over prediction. The IPO wave is coming. The question is whether you understand what it means before it arrives.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →Community, Culture, and the Business of Bringing People Together with Ben Anderson
Apr 2000:41:03Tap to summarizeBen 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, New Hampshire, happened almost by accident: a band needed a place to play, all the other venues were booked, and the energy that night made it clear something real was possible in a small, intimate space.Thirteen years later, The Word Barn hosts over 115 events a year — concerts, poetry readings, theater camp, owl encounters, farm-to-table dinners, and more. It's become one of the most beloved gathering spaces on the seacoast, and the way it got there is a story worth paying attention to.Ben joins Wheeler and Colin to talk about the organic, non-linear path from idea to full-time business, why slow growth often produces more durable results than a fast launch, what the difference between a scene and a community actually means in practice, and how a venue built around the arts quietly turned into a model for intentional entrepreneurship. Cofi Advisors is a proud sponsor of The Word Barn.Check out the Word Barn here: https://www.thewordbarn.com/Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →When to Fire Your Financial Advisor (and How to Find a Better One)
Apr 1300:40:25Tap to summarizeMost 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 you're in isn't working, what it actually costs you to stay, and what to look for when you're ready to make a move.They cover the difference between a fiduciary and a non-fiduciary advisor, how fee structures affect incentives, the real questions to ask when shopping for someone new, and the green flags that signal a genuinely good fit. They also make the case that switching advisors isn't disloyalty — it's financial self-advocacy. And yes, there's a fireplace analogy.Whether you're actively unhappy with your current advisor, quietly unsure, or just starting out and trying to get it right the first time, this episode gives you the framework to evaluate the relationship honestly — and the language to act on it.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →March Market Recap: Volatility, War Headlines, and What Actually Moves Your Portfolio
Apr 600:37:35Tap to summarizeMarch was a rough month for markets — and it came with a lot of noise. Tariffs, geopolitical tension, and a sharp sell-off in tech had a lot of investors watching their portfolios and wondering what to do.In this episode, Wheeler and Colin walk through exactly what happened in March 2026: where markets landed, which sectors got hit hardest, and why the headlines you were reading probably weren't the real story. They dig into the relationship between AI infrastructure spending and the tech correction, what historical parallels actually tell us about moments like this, and why permanent loss of capital looks nothing like a market drawdown.They also make the case for something that's harder than it sounds: not logging in.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →Three Questions That Should Anchor Your Financial Plan
Mar 3000:40:36Tap to summarizeMost people want to talk about investing. Stock picks, portfolio allocation, whether they're positioned right. Those are real questions — but they're the wrong starting point if the foundation underneath isn't solid.In this episode, Wheeler and Colin go back to basics: knowing what you actually spend, building reserves that can absorb the unexpected, and protecting your income against the things you're least likely to plan for. The conversation is anchored around three questions every household should be able to answer — what happens if you lose your job, what happens if you lose your health, and what happens if you lose your life. Most people can't answer even one of them.They cover why thinking in categories misleads you when it comes to spending, why the emergency reserve math changes in an AI economy where high-earning white-collar jobs are increasingly at risk, and why disability insurance is the most underused protection in personal finance. The stats are sobering: a 24% chance of becoming disabled before retirement age versus a 13% chance of dying early. Two real client stories show what happens when the coverage is in place — and what it makes possible.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →America's Wealth Divide: A Conversation with Bryce Gill
Mar 2300:56:43Tap to summarizeThe economy looks fine on paper. But if you're young and trying to build a life in America right now, it doesn't feel that way. Bryce Gill, economist at First Trust, joins Wheeler and Colin to explain why both things are true at the same time.Bryce breaks down the structural forces quietly reshaping who gets ahead in this economy and who gets left behind. The conversation covers the widening gap between asset owners and everyone else, why the wealth divide is less about capital versus labor and more about age, how AI is actually changing the labor market versus how it's being talked about, and why the economy has become more dependent on the psychology of financial markets than most people realize.They also get into what's really happening in private credit, why the median age of a first-time homebuyer is now 40, and what the federal budget actually tells us about where resources are flowing in this country. Bryce closes with something most economists won't say out loud: the biggest threat to the United States isn't geopolitical. It's internal division.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
Transcribe →The Golden Handcuffs: Navigating RSUs and Stock Comp Packages
Mar 1600:41:56Tap to summarizeHave you ever looked at a job offer and felt overwhelmed by the alphabet soup of RSUs, ESPPs, and vesting schedules? In this episode of Compound Growth, Colin and Wheeler break down the complex world of equity compensation — moving beyond the raw numbers to explore how these benefits actually impact your long-term financial freedom.Using real-world examples from Google and Amazon, they pull back the curtain on how golden handcuffs are designed and how you can negotiate a package that aligns with your life goals. They dive into the mechanics of RSUs and the crucial differences between front-loaded and back-loaded vesting schedules — because understanding that timeline is the difference between building real wealth and leaving money on the table when your career path changes.They also get into the psychological side of equity: how to avoid the trap of mentally spending deferred compensation before it vests, and why diversification matters so much when your company also pays your mortgage.Whether you're an L9 software engineer or just starting to see stock options in your benefits package, this episode gives you a grounded framework for making intentional decisions — and a reminder that your job offer is an investment decision, not just a paycheck.Follow Us:Instagram: https://www.instagram.com/compoundgrowthpod YouTube: https://www.youtube.com/@CompoundGrowthPodcastTikTok: http://www.tiktok.com/@compoundgrowthpod Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/ Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/Credits:Created By: Wheeler Crowley and Colin WalkerProduction, Editing and Post-Production: Tori Rothwell
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