12 Things Everyone Got Wrong About Inflation

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 19 July 2023

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Barry Ritholtz joins Downtown Josh Brown to discuss his recent piece on 12 things everyone got wrong about inflation. Then, at the 29:00 mark, join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: earnings season, a goldilocks period for equities, signals from the stock market, the new Hamptons, and much more! Thanks to YCharts for sponsoring this episode. Check out YCharts Earnings Season Playbook for Q2 2023: https://get.ycharts.com/resources/blog/earnings-season-playbook-upcoming-earnings/?utm_source=Animal+Spirits Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Cue me in like we're in Abbey Road studio one.
0:03.9	Ladies and gentlemen, welcome to the Compound and Friends.
0:06.1	This is T-Calf Tuesday on Today's show.
0:09.3	We're going to play what are your thoughts with Michael Batnik.
0:12.3	But first, a conversation with my partner and your favorite radio host,
0:17.8	Barry Redholz, about 12 things everyone got wrong when it came to inflation,
0:24.9	where we stand today, CPI, the Fed, etc.
0:28.9	Just a go round.
0:36.4	Welcome to the Compound and Friends.
0:38.2	All opinions expressed by Josh Brown, Michael Batnik, and their castmates
0:41.9	are solely their own opinions and do not reflect the opinion of Redholz's wealth management.
0:46.2	This podcast is for informational purposes only and should not be relied upon for any investment
0:50.7	to citizens. Finds that Redholz's wealth management may maintain positions in the securities
0:54.9	discussed in this podcast.
0:56.5	Hey guys, we're here with Barry Redholz.
1:00.1	We're going to talk about his post was called a dozen contrarian thoughts about inflation.
1:05.3	But I want to frame this as 12 things everyone got wrong about inflation.
1:10.4	And you did this post July 13th.
1:14.0	But you referenced a lot of the stuff that you've been writing over the past.
1:17.3	Let's call it year, year and a half.
1:19.3	What's the overarching idea right now about a consumer price index that's up 3%
1:25.2	year over year, which is what we saw last week and the current environment?
	...

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