The Compound and Friends: Sentiment Rally

Today’s episode is sponsored by China Last Night:

See here for daily insights into China’s capital markets

On today’s show, we discuss:

SPX at 20-day highs
SPX earnings estimates
China reopening
White-collar layoffs 
GS v MS earnings 
Amazon earnings
More cryptos collapse
Apple VR
Billy McFarland is back 

Recommendations:

Bill Burr on Fly on the Wall
Your Honor S2
Nick Offerman and Murray Bartle…

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