Aggressively Neutral

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 21 June 2024

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 147 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, to discuss: small cap stocks, Nvidia's valuation, waning short interest, potential upside surprises, mortgage rates, and much more! This episode is brought to you by Goldman Sachs Asset Management. Learn more about Goldman Sachs Asset Management Premium Income ETFs at: https://www.gsam.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ 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. The Compound Media, Incorporated, 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	Oh you know what I just watched on uh I think it's on Netflix or on Max
0:05.4	There's a Gene Wilder documentary. Oh yeah and you see it? No, no, no.
0:09.0	Loved it loved it. He he had quite a career.
0:13.0	So I never saw those earlier movies with Pryor that you were telling me about toys.
0:17.0	And others?
0:18.0	He's not in the toy, but he's in Silver Streak, where he goes to him and Richard
0:22.0	prior to jail.
0:23.0	I haven't seen any of those.
0:24.0	Oh no, that's stir crazy.
0:26.0	And Willie Wanca, there's a whole thing about Willie Wanca.
0:30.0	And then he did the other one with Richard Pryor,
0:34.8	Hear No Evil, see No Evil.
0:36.3	Richard Pryor is blind, and Gene Wilder is deaf.
0:40.4	And they're like very respectful to be I don't think you can make that movie today for obvious reasons but they didn't treat it like a
0:49.3	Complete and utter farce like I I think they they tried to bring some humanity to
0:55.1	To the roles but it was it was a I don't think I don't think that would get queenlet right now
1:00.1	It might be that might be a tough one. So are you based on New York?
1:04.0	Yeah. Yeah. Yeah.
1:05.0	Yeah, we're down in Battery Park City.
1:06.0	Okay. Nice.
1:08.0	Yeah, so we're in the Brookfield Place Mall.
1:10.0	Okay.
	...

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