On episode 126 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: economic conditions, the 2024 market outlook, earnings growth, why buybacks don't help value, growth stock ideas, and much more!

Thanks to Jensen Investment Management for sponsoring this episode. Learn more at: https://www.jenseninvestment.com/?utm...

More from Adam:
  / adam-parker-759542179  

00:00 - Cold Open
09:36 - Intro
10:54 - Three Reasons Stocks Could Have a Good Year in 2024
18:44 - Economic Outlook
28:43 - The Consumer is the Economy
38:07 - Earnings
44:43 - Can we see higher equities this year?
49:48 - Where will growth come from?
54:32 - Stock Picking
59:49 - Banks vs. Insurance
01:01:48 - Are Buybacks Good for Shareholders?
01:10:28 - We don't even know the impact of AI
01:17:59 - Stock Ideas
01:21:54 - Favorites

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