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The Compound Pod Bros Predict Stocks will Rally in the Future with Josh Brown and Michael Batnick

RiskReversal Pod

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The Importance of Innovation in Portfolios

"There's a portion of everyone's portfolio where they're swinging for the fences. Let's not pretend it doesn't exist," he says. "I look at her top holdings and there's nothing left innovative about most of them." He adds that in some ways she has been historically wrong.

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