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

The Compound and Friends

CHAPTER

Stock Market Analysis and Earnings Season Predictions

The chapter provides an in-depth analysis of recent market trends, focusing on the stock performance of Amazon, Alphabet, and Apple. It delves into predictions for earnings season, emphasizing profit growth and sector disparities. The conversation also explores the implications of buybacks, shrinking global supply of public equity, and the evolving dynamics of the stock market.

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