Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23

We just got a blockbuster jobs report, and markets are taking it in stride. So is “good news” truly good news now? Or could the Fed apply a bigger brake and put a stop to the 2023 rally? We’ll debate.

Plus, Apple just reported its biggest quarterly revenue decline since 2016. And CEO Tim Cook says he sees more pain ahead. So why is one of our guests still bullish? He’ll join us to make his case.

And, media stocks have been on fire so far this year. And the names leading the pack may just surprise you. We’ll look at what’s behind the gains, and whether they can keep rallying from here.