On episode 198 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ is joined by ⁠Joe Fahmy⁠ and ⁠Shay Boloor⁠ to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind, the next Mag 7, the bull case for Tesla, and much more! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way, with Betterment Advisor Solutions. Learn more at ⁠https://www.betterment.com/advisors More from Joe: https://x.com/jfahmy More from Shay: https://x.com/StockSavvyShay ►00:00 - Cold Open ►03:49 - Intro ►05:57 - The Bull Market ►13:08 - Who exactly is Shay? ►18:07 - How to Value a Company ►22:53 - The Market on a Technical Basis ►29:07 - Zweig Breadth Thrust ►33:24 - Growth vs Value ►40:52 - The Future of the Mag 7 ►58:03 - Futurum AI Fifteen ►01:07:28 - A look back at Jeremy Grantham's Quarterly Letter ►01:11:57 - When this Bull Market ends..... ►01:15:28 - What are we looking forward to? 👕 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 #stockmarket #stocks