Big Market Delusions

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 15 September 2023

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 109 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott in front of a live audience at Future Proof. They discuss: lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more! Thanks to KraneShares for sponsoring this episode. KraneShares and Rockefeller Asset Management are launching the Ocean Engagement ETF. This ETF invests in public companies with significant positive impact on oceans and ocean resources. Learn more at: https://kraneshares.com/ksea/ 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	Welcome to The Compound in Friends.
0:18.4	All opinions expressed by Josh Brown, Michael Batnik, and their castmates are solely their
0:22.7	own opinions and do not reflect the opinion of Redholtz Wealth Management.
0:26.5	This podcast is for informational purposes only and should not be relied upon for any investment
0:30.8	decisions.
0:31.8	Finds that Redholtz Wealth Management may maintain positions in the securities discussed
0:35.4	in this podcast.
0:38.8	Today's live episode of The Compound in Friends is brought to you by Crane Shares and
0:43.4	Rockefeller asset management who are launching the Ocean Engagement ETF that's Ticker Kasey,
0:49.5	KSEA, which will invest in public companies with significant positive impact on oceans
0:55.6	and ocean resources, reflecting opportunities within the blue economy, a subset of the
1:00.4	ocean economy focused on solutions that are sustainable and have ocean positive benefits.
1:05.3	For more information, go to CraneShares.com-slash-kasey.
1:10.7	Alright, hi everybody.
1:13.3	Welcome to The Compound in Friends, I've been looking forward to this all year, so great
1:22.3	to see everyone, fans of The Compound in Friends, attendees at Futureproof, welcome to
1:27.2	The Show, this is a live recording, you'll be able to play this back on any podcast
1:33.4	app that you choose, you'll also be able to rewatch it on YouTube or share with friends.
1:38.5	You guys as the audience are actually part of the show, that's what separates this from
1:42.6	a normal podcast, so feel free to get real loud, get real excited, let's go around it!
1:51.4	And we are really lucky to have our guest today is Rob Arnott, Rob is the founder and chairman
1:58.6	of Research Affiliates, an asset manager focused on multi-asset, active equity and alternative
	...

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