In this episode of The Compound and Friends, recorded live from Las Vegas, Josh Brown and Michael Batnick discuss current market trends and news. The show features a segment with Nick Colas and Jessica Rabe from Datatrack, who offer insights on S&P 500 valuations, earnings, and seasonality, highlighting the potential for a year-end rally. Josh and Michael then delve into Netflix's earnings, the labor market's complexities, and Warner Brothers' decision to sell itself, providing analysis and opinions on these developments. They also touch on the private credit market, previewing an upcoming discussion with Shonali Basak, and debate the merits of Apple stock, ending with a discussion on Zoom's potential and current market position.
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