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Michael Cembalest Takes Us to School
The Compound and Friends
The Importance of JPMorgan
Today's show is brought to you by Horizon Kinetics and their medical ETF. On today's show, we spoke a lot about how AI is going to impact all areas of the economy. We have a very special guest on the show who has spent 36 years at JPMorgan having joined the firm in 1987. And before we dive deeply into some of your more recent charts and insights, I do want to get into inflation,. It's just one of those moments where the stock market had been defying the economic data pretty much since January 1.
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