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This is the year of the bond. Bonds in America are a little bit like the cicada bug. I mean,

they show up once every 17 years and then they disappear again. I think we'll get one good year

out of the bond market, so this is the year.

Hello and welcome to the Baron Streetwise podcast. I'm Jack Howe and the voice she

just heard is David Kelly. He's the chief market strategist at JP Morgan asset management and

will hear from him on all kinds of marketing things. Should we sell in May and go away? What to make

of Bitcoin's recent run-up? How worried we should be about the debt ceiling stand-off? Normal

worried or extra worried? We'll also say a few words about earning season, big tech, AI and movies

including the Mario Brothers one. I got next game and I'm definitely Bowser on the

landscape if you know what I'm saying. Mama Mia!

Listening in is our audio producer, Metta. Hi, Metta. Hi, Jack.

It's late April heading into early May. You step outside, you breathe in, what do you smell?

At first quarter earning season exactly and it's going- I was going to say allergies.

You got to take it clear it didn't for that. The earnings at least are going better than expected.

We'll talk about that in a moment. Let me just say a quick word about movies. I'm curious about if

and when movie theaters are going to get back to pre-pandemic levels. McCuary says that last year's

box office revenue was down 35% from 2019. That's the pre-pandemic benchmark.

But the first quarter of this year is only down 28% from the first quarter of 2019. In other words,

...