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The Compound and Friends

Big Market Delusion

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.81.9K Ratings

🗓️ 14 March 2025

⏱️ 79 minutes

🧾️ Download transcript

Summary

On episode 182 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott to discuss: the market selloff, value stocks, the evolution of the CAPE ratio, international stocks, and much more! This episode is sponsored by Van Eck. Find out more about The VanEck CLO ETF (CLOI) at: http://VanEck.com/CLOIJosh Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ 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

How long are you in New York for?

0:01.0

Until tomorrow.

0:02.0

Okay.

0:03.0

Off to Zurich tomorrow.

0:04.0

Are you?

0:05.0

Yeah.

0:06.0

Oh, wow.

0:07.0

That's exciting.

0:08.0

Rob, are you in temperature or cold?

0:09.0

Cold.

0:10.0

Thank you.

0:11.0

You're welcome.

0:12.0

What are you doing in Zurich?

0:13.0

Client meetings.

0:14.0

Okay.

0:15.0

Do you get there a lot or?

0:16.0

No, about once every two, three years.

0:19.0

Josh, what was the mood? I've never been.

0:21.5

What was the mood on the show today?

0:25.1

Buying the dips.

0:26.4

Everybody's buying the dip.

0:28.4

Well, I mean, as they should.

...

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