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This episode is sponsored by Cambria. Visit to take the next step in innovative, tax-savvy investing today. Sign up for a free trial of Fundstrat at: ► 00:00 - Cold Open ► 11:40 - Intro ► 13:14 - Tariffs and Trade Wars ► 23:54 - What will the Fed do? ► 26:51 - Bearish sentiment ► 39:17 - What does the VIX tell us? ► 46:36 - Retail pullback ► 53:14 - Mag 7 this year, TSLA’s future ► 57:59 - Bull market trajectory ► 01:02:43 - Immigration and the labor shortage ► 01:06:53 - Recession probability ► 01:08:50 - Granny Shots Stock Picks ► 01:17:08 - Bitcoin’s future, the crypto reserve ► 01:25:31 - Looking ahead 👕 Check out The Compound shop:
On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for
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