Biggest Risk Right Now, Nvidia Is a Circus, T+1 Settlement Is Here

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 28 May 2024

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown and Michael Batnick are back with an all-new episode of What Are Your Thoughts! They discuss the biggest risk to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvidia, and more! Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. Learn more at public.com/disclosures/high-yield-account 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 show is brought to you by public and the public app more on public in a moment we we're gonna open the show tonight with a conversation about the incredibly high dollar amounts coming into high yielding, low risk instruments like money market funds and T-Bills.
0:25.0	And we'll talk a little bit about some of the different ways
0:28.3	that investors are doing that with their excess cash.
0:31.5	And even some of their investment capital, not just cash.
0:35.3	So I think it's one of the biggest stories of the year,
0:38.3	and we're gonna get there in a second.
0:40.5	I want to welcome everyone back from Memorial Day weekend.
0:44.0	Hope you guys had an awesome relaxing weekend.
0:47.0	We're so fired up to be doing the show all summer,
0:52.0	not really taking that much time off and we have so much
0:55.6	new stuff that we're going to be doing a lot of things in the work so I just
0:58.9	wanted to check in say a quick hello tonight's show is what are your thoughts with Michael and I
1:04.2	We get into a lot of really interesting stuff some things that we haven't covered in a long time in addition to T bills
1:10.0	We are talking about earnings season and some of the incredible things that we have seen in terms of buybacks and dividends
1:19.9	It's been a minute since we checked in on those topics and there's a lot to say there.
1:24.8	We're also going to talk about a FinTech company that blew up last week with a bankruptcy filing.
1:31.3	And we're going to talk about some of the biggest risks to stocks
1:34.4	right now and I certainly have my opinion if you're reading my blog you know okay that's
1:39.1	it for me I'm going to turn you over to Duncan and John who will send us to the show right now.
1:45.0	Welcome to The Compound and Friends, All opinions expressed by Josh Brown, Michael Batnick, and their castmates are solely their own opinions and do not reflect the opinion of Red Holt's wealth management.
2:00.0	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
2:06.0	Clients of Riddholz wealth management may maintain positions in the securities discussed in this podcast. All right, so last week we had a little error with no music playing when we came on.
	...

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