Entering Year Two of the Bull Market with Tom Lee | TCAF 114

On episode 114 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: earnings, the liquidity starved bull market, economic indicators, the Fed's next move, housing, and much more!

This episode is brought to you by Kraneshares. To learn more about their Global Luxury Index ETF (KLXY), visit: https://kraneshares.com/klxy/?adsourc...

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►00:00 - Intro
►02:49 - Markets
►10:33 - Second Year of the Bull Market
►14:21 - Cycles
►22:23 - Contrarian Indicators
►28:31 - Economic Strength
►35:30 - Inflation
►48:16 - PMIs
►54:58 - Technology's Potential
►01:00:49 - Fundstrat Granny Shots
►01:07:27 - Favorites

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