Belski the Bull

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 10 February 2023

⏱️ 89 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 80 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss earnings season, recession fears, market sectors, PE expansion out of a bear market, small cap stocks, consumer staples, Bob Iger getting things done, Microsoft vs Google, and much more! This episode is sponsored by Advisorshares. Visit https://advisorshares.com/etfs/dwa-etfs/ to learn more about the Dorsey Wright ETFs. 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	What do you like the most about being on the road?
0:02.5	Seeing people, of course.
0:04.5	Seeing people.
0:05.4	You know, the traveling stuff,
0:07.2	even though, you know, with being a Delta diamond
0:10.7	or Premiere 1K,
0:12.9	I'll say something controversial.
0:14.6	They don't give a shit, right?
0:15.7	I mean, you're just sitting up front
0:16.8	and we avoid the plane first
0:18.5	so you get to sit there the longest.
0:20.1	That's cool.
0:21.0	Well, tomorrow morning I'll be lingering
0:23.0	on like all the Premiere 1Ks.
0:26.0	I got Delta clubs shamed the other day.
0:27.8	I tried to roll in there with a Delta
0:29.3	with an MX Gold card and it said, sir.
0:31.9	It's Guadilla.
0:32.7	It said, JFK, this is for platinum members only.
0:35.3	Come on.
0:36.2	Did I say, do you know who I am?
0:37.8	I should have between diamond and platinum.
	...

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