Welcome to the fifth episode of The Compound & Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Dan McMurtrie and Downtown Josh Brown discuss:
►Trillion dollar companies and adaptation
►The Bull Case
►Value and interest rates
►Liquidity and fragility
►Is there anything left to learn from Buffett & Munger?
►Wedding boom is ON
You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Follow Michael’s blog at theirrelevantinvestor.com
Follow Dan on his soon to launch Substack, Philosophizer Now, or on Twitter @SuperMugatu
Sponsored by Masterworks, visit masterworks.io/compound to jump the line