Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Michael Cembalest, and Downtown Josh Brown discuss the economy, AI stocks, the worst experiment in capital markets, the biggest risks to the market, the 2024 election, and much more!
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This episode is sponsored by Horizon kinetics Medical ETF, which primarily invests in pharmaceuticals and biologics. To learn more, visit: https://horizonkinetics.com/app/uploads/Kinetics-Medical-ETF-1Q23.pdf
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