The Compound reposted this
The Compound and Friends is one of my favorite business podcasts. Every week, hosts Joshua Brown and Michael Batnick, CFA bring on some of the smartest people in finance to kick around news and ideas for about an hour. This often leads to some incredibly interesting discussions that don’t make it into research notes and almost never come up in brief TV hits. A fascinating idea came up in recent episodes with BlackRock’s Rick Rieder and JPMorgan’s David Kelly. I’m not sure where I land on it. But I do think it’s worth flagging and exploring further… https://lnkd.in/ed8iycvR