Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Michael Semberrest, and Downtown’s Josh Brown discuss the economy, AI stocks, the worst experiments in capital markets, the biggest risks to markets, the 2024 election, and more.
Listen in its entirety below, or find your favorite pod wherever you like.
Follow Michael’s blog. theirrelevantinvestor.com
This episode is sponsored by Horizon Kinetics Medical ETF, which invests primarily in pharmaceuticals and biologics. For more information, please visit: https://horizonkinetics.com/app/uploads/Kinetics-Medical-ETF-1Q23.pdf
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