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The Compound and Friends

Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.72.2K Ratings

🗓️ 7 May 2024

⏱️ 99 minutes

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Matt Belloni, Founder of Puck.News and host of The Town to discuss the entertainment and streaming industry, Paramount, YouTube vs Amazon Prime, Disney, advertising, who will survive, and more! Then, at 47:44, hear an all-new episode of What Are Your Thoughts with Josh and Michael! Thanks to KraneShares for sponsoring this episode! Visit: https://kraneshares.com/ to learn more! Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! KraneShares Disclosure: Consider the fund’s investment objectives, risks, charges, and expenses, which can be found in the prospectus online at kraneshares.com/kweb and kraneshares.com/kba Read the prospectus carefully before investing. Investing involves risk, including loss of principal. KraneShares are distributed by SEI Investments Distribution Co. and are not affiliated. Public Disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information." 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

Ladies and gentlemen welcome to the compound and friends tonight's show is sponsored by our friends at crane shares

0:08.1

China is on fire this year probably not a thing that most investors had on their bingo card.

0:14.0

K-Web has been a huge outperformer.

0:16.0

That is the Crane shares Chinese technology E-T-F.

0:20.0

There are some other E-T-F's in the family at Crane shares. They've got the

0:24.4

Crane shares Boseera MSCI China A50 Connect Index. I'm gonna have to talk to

0:30.4

Brendan about taking some of the words out of that title. But the ticker on that is

0:35.0

KBA and it's relevant because it gives you exposure to 50 of the largest most liquid stocks in China's mainland a share market which typically

0:46.6

get the most foreign interest and inflows.

0:49.6

So look there are a lot of ways to invest in China. There are not a lot of fun families that

0:54.6

specialize in educating people about the Chinese market, the Chinese economy.

0:59.9

Crane shares has been at the forefront of that for a very long time.

1:03.4

Recommend you check out crane shares.com if you want to learn more about K-Web, KBA,

1:09.6

or any of their other insights.

1:12.2

Tonight's show is great. Michael and I have not done what

1:15.5

are your thoughts. I think it's been two weeks off. So I was in Bahammar with the

1:20.8

family at the end of April slash beginning of May. It turned into a little bit

1:26.6

of a nightmare but we don't have to go there now. It was a great trip. I shouldn't say

1:30.4

nightmare. But we had a little allergic reaction issue.

1:34.8

Thank God everything's okay.

1:36.6

The week after we were in Los Angeles and we'll talk more about that in a second so it's been

1:41.7

a while but we've got an all

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