Sip the Kool-Aid

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!

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Follow Michael’s blog at

Follow Dan on his soon to launch Substack, Philosophizer Now, or on Twitter @SuperMugatu

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