The Compound and Friends
JP Morgan Destroys the Bears: What Are Your Thoughts? (with Josh and Michael)
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Show notes
Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode:
* JP Morgan calls out permabears.
* Should investors be concerned about the national debt?
* Does Google want to be a bank?
* Selling performance vs selling opinions.
* Stock-based compensation.
* Opinion vs price.
* Disney +, first impressions.
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