Bearish but Priced In

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 31 March 2023

⏱️ 101 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 86 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss what's going on with banks, what's changed since Jurrien's 2022 TCAF appearance, the Fed and the market, S&P technicals, gold, Bitcoin, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/ to learn more about their new Treasury accounts. 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	Are you an audio file? You are. How come every audio file I've ever met has terrible taste in music?
0:07.2	Shots fire. No, like it. You have it. No, but you've probably noticed this stop. I'm not saying he does. I don't even know what he likes
0:13.9	You ever notice you like someone's like, oh, yeah, I'm an audio file. You're like what do you like to like?
0:18.0	Emerson Lake and Palmer. I'm like, that's number one tip of your tongue. No, but I know, but there's some
0:24.7	Or you'll get a lot of rush and actually to show off the sound system. They'll play Tom Sawyer, right?
0:31.4	All right, so you know, I kind of love you man. What I love you man. They like go
0:38.3	No, I don't even hate rush, but I was saying I love that movie
0:42.5	When did you come I'm not an audio file, but I love music. I don't have like I
0:48.6	Don't have like a technical desire to know more about how it sounds how it's supposed to sound
0:53.0	But when did you become an audio file?
0:58.6	Let's do Mike and head and headphones for your name guys
1:04.0	So you're a teenager so that's is that a tracks or cassettes that was vinyl and my oldest brother five years older
1:11.8	He went off to college. So I he gave me all his records
1:14.7	There you go. It was like Genesis the lamp lies down on Broadway
1:19.5	sold like
1:20.8	Yes, moody blues
1:22.8	Mid mid mid to late seventies pro rock Steve Miller band. Yeah, that's sort of thing. So that's how I kind of got into it
1:30.3	I'm a closet drummer. I played drums. I was a drummer. Not not very well
1:34.1	But but that kind of I think tunes you into the sound. I was a drummer in a high school band and I went into
1:41.3	On purpose, we had like a mini reunion a couple of summers ago. We didn't play we just drank
1:46.9	But we were reminiscing about the songs that we were playing and
1:51.3	We were really I don't think we had bad taste. It was just the time period that we formed the band the music
	...

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