Bullish Brian Belski | TCAF 80

On episode 80 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss earnings season, recession fears, market sectors, PE expansion out of a bear market, small cap stocks, consumer staples, Bob Iger getting things done, Microsoft vs Google, and much more!

See the full episode at: https://www.youtube.com/watch?v=42a_SC4fgL4

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