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Ben and Jeremy sit down to discuss the current state of the economy and the key variables to be aware of in the coming months. They review the recent US reporting season, the NASDAQ bull market and touch on the Berkshire Hathaway AGM.

The boys also discuss interest rates, where we are at on the interest rate tightening cycle and the likelihood of interest rate cuts in 2023.

Stocks discussed include: MQG, REA, FPH, XRO, ALL.