On episode 205 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠Tom Lee⁠ to discuss: V-shaped recoveries, the AI driven economy, a stock-picker's market, Jackson Hole, the case for Ethereum, Tom's Granny Shots, and much more! This episode is sponsored by Neuberger Berman. Learn more about NBSD, including important information about fees, risks and performance at ⁠https://www.nb.com/en/us/products/etfs/short-duration-income-etf?cid=da_tpy_MYMM3_MYMM_ShortDur⁠. NBSD from Neuberger Berman—efficient income, managed risk. Please visit http://www.fundstrat.com/tom for complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists. ►00:00 - Cold Open ►06:28 - Intro ►07:23 - Tom Lee, The GOAT ►12:14 - V-Shaped Recoveries ►15:03 - The Resilience of The Market ►19:19 - We're Still Early ►27:42 - Broadening Out / Expanding Market ►29:50 - Palantir ►33:14 - Earnings at All Time Highs ►36:07 - The Economy ►42:10 - The Labor Market ►48:23 - Powell, Jackson Hole, and Fed Cuts ►52:02 - Who owns Crypto? ►55:46 - Bitmine and the Bull Case for Ethereum ►01:10:11 - Tom's Granny Shots ►01:15:52 - Looking Ahead 👕 Check out The Compound shop: https://www.idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ The Compound Newsletter: https://www.thecompoundnews.com/subscribe Linkedin: https://www.linkedin.com/company/the-compound-media/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Tik Tok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. #thecompound #investing #bitcoin #stocks