On episode 61 of The Compound and Friends, Brian Belski joins Michael Batnick and Downtown Josh Brown to discuss the earnings outlook, multiple compression, the labor market, odds of a recession, the next rate hike, permabears, and much more!
00:00 – Intro
07:20 – Battle to remain Bullish
31:28 – Multiple Compression
39:05 – Soft Landing?
49:49 – Inflation
01:05:07 – Favorites
More from Brian:
https://www.linkedin.com/in/brian-g-belski-8397004/
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