On episode 140 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeff deGraaf of RenMac to discuss: technical analysis, the momentum factor, the outlook for Apple, RenMac's Market Cycle Clock, the Fed, Starbucks earnings, and much more!

This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape.

More from Jeff:
  / renmacllc  

►00:00 - Cold Open
►11:22 - Intro
►13:55 - Since Jeffs last visit
►19:44 - The Most Dangerous Word on Wall Street
►22:10 - China and Global Markets
►29:46 - FOMC
►40:01 - Market Cycles
►45:05 - Rate Cut Expectations
►47:36 - The Consumer
►53:14 - Apple
►56:59 - Momentum
►01:01:47 - Sell in May and Go Away?
►01:04:20 - China, Part 2
►01:10:12 - Japanese Yen
►01:11:59 - Russell 1000
►01:14:29 - Semiconductors and Nvidia
►01:20:53 - Yields
►01:23:30 - Favorites

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