Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Simon Lack and Downtown Josh Brown discuss the energy recovery, Tiger Global, hedging inflation, the vanishing IPO market, the ESG reckoning, and much more!

You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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Follow Michael’s blog at theirrelevantinvestor.com

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This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion’s new Breakfast Commodities Strategy ETF.