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Mike Francesa drops by, Jamie Dimon's letter, stock market shortage, the case for AppLovin

The Compound and Friends

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Introduction

The chapter covers a range of topics including New York sports, gambling controversies, NFL draft picks, coaching dynamics, and more. Additionally, it delves into issues like excess money in the stock market, scarcity of publicly traded companies, an earnings season preview, and analysis of Jamie Dimon's shareholder letter.

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