Why the Knockout Punch Never Comes🎙️
On Episode 246 of The Compound & Friends,
@michaelbatnick and
@Downtown sit down with
@BrianLevitt, Chief Global Market Strategist at
@InvescoUS to discuss whether the AI trade is too crowded, why earnings growth still supports stocks, and what investors should actually watch for as warning signs👀
Plus: small caps, rate expectations, consumer strength, the SpaceX IPO, and whether dot-com bubble comparisons still hold up👇💸