Adam Parker Returns

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 19 January 2024

⏱️ 93 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 126 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: economic conditions, the 2024 market outlook, earnings growth, why buybacks don't help value, growth stock ideas, and much more! Thanks to Jensen Investment Management for sponsoring this episode. Learn more at: https://www.jenseninvestment.com/ 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	For my cousin, who was always a little bit, he got me a pair of Larry Bird Game Morn sneakers that were signed by him.
0:08.4	They were like the old black converse. And I was super psyched until I realized they were a size 10.
0:13.0	And I was like, Ladde Bird's a big dude.
0:15.8	I don't think he wore a size 10.
0:17.8	He's like, these are game one.
0:19.0	I'm like, dude, don't bullshit a bullshitter.
0:21.4	Yeah.
0:22.5	The signature looked real, but I didn't mean by that.
0:24.0	Big Bird fan, but I really, a guy was six feet.
0:26.5	Sighten, I don't think so.
0:27.4	I wear a size, I'm a size 12.
0:29.2	Yeah.
0:29.7	And a half.
0:30.5	Do I go, I put these on?
0:31.8	Where am I? Yes.
0:33.0	I'm muffs.
0:34.0	These would be good for outside.
0:37.0	Yeah.
0:38.0	I have you slide down just a little bit so you're closer to the mic.
0:42.0	Okay. Rock in the mic. So are you following the
0:45.0	are you following the Nelson Peltz versus Disney stuff at all?
0:49.0	Not really.
	...

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