In the first Compound and Friends episode of 2026, Josh Brown, Michael Batnick, and Ben Carlson discuss potential turnaround stocks for the year, including Lululemon, Nike, Netflix, Uber, Adobe, and Salesforce, analyzing their challenges and prospects. They examine the impact of AI on software companies and the broader economy, debate the merits of investing in the "Magnificent Seven" tech stocks, and evaluate the risks and opportunities in private credit markets. The conversation also touches on the potential for international stocks to outperform and the challenges facing active stock pickers in the current market environment.
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