“Big Short” Investor Bets on a Crash

The Compound and Friends

Josh Brown

Investing, Business, News, Business News

4.7 • 2.2K Ratings

🗓️ 15 August 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: retail earnings, stock picking, interest rates, Michael Burry, revenues, the future of Paypal, and much more! Thanks to YCharts for sponsoring this episode! Go to https://go.ycharts.com/animal-spirits-referral to learn more about their scenarios tool. 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	Ladies and gentlemen welcome to the compound and friends. It is Tuesday. We have an all-new
0:05.9	addition of what are your thoughts. Michael and I talked about Home Depot, retail learnings
0:11.5	in general. We tackled that trillion dollar credit card debt meme that's been going around
0:17.6	all week. And we went deep on Michael Burry who I have nothing but respect for. I just don't like
0:25.4	when the media turns his hedge fund trades into personal financial advice for
0:32.4	regular retail investors. So we tackled that as well. There's just a lot in the show.
0:37.1	I think you guys will really enjoy it. Hope you do. And if you do, make sure to leave us a
0:42.7	waiting and review. Okay, with no further delay, here is what are your thoughts.
0:54.4	Welcome to the compound and friends. All opinions expressed by Josh Brown, Michael Batnik,
0:58.9	and their castmates are solely their own opinions and do not reflect the opinion of Redholds
1:03.1	Wealth Management. This podcast is for informational purposes only and should not be relied upon for
1:08.0	any investment decisions. Fines of Redholds Wealth Management made maintain positions in the
1:12.4	securities discussed in this podcast. Okay, gangsters. See what we got going on in the chat.
1:38.4	Sean is here. Jay Luther, Dave Ari, Nicole is out here. John Carlo, Sean Flynn, Jack Rosenthal,
1:46.0	everybody's here. This is a really exciting night. It's a big week. It's retail learnings week.
1:52.0	We're going to get into that. We got some, we got some interesting stuff to talk about with
1:58.4	respect to credit card debt. We're going to get into a whole host of things. But before we get
2:03.6	started, Michael, say hello to the folks. Hello, folks. Would you like to tell us who tonight's
2:09.2	sponsor is? Sure. It's our good friends at Y charts. I mean, you already know I use this all day
2:14.1	every day, literally all day, 40 times a day, 100 times a day. There's so much Y charts in the
2:19.1	doc tonight. So tonight then want us to cover an enhancement to their scenarios tool, which Ben
2:26.2	and I have spoken about. What you can do is you can build hypothetical scenarios that include a
	...

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