Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 30 July 2024

⏱️ 102 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss how the market fares in election years, the seasonality of the Vix, and much more! Then, at 34:05, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Aaron Dillon to talk IPOs! Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account. 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/ 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/ Public Disclosure: Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. See https://public.com/#disclosures-main for more information. 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 us by public
0:06.9	at public.com you can earn 5.1% APY with a high-yield cash account that That's not just a good rate, it's literally an industry-leading
0:16.2	rate and the best part is there are no fees, like zero. So you can really maximize your
0:22.3	interest.
0:23.0	What's the point of earning a high yield if you have to spend a bunch of money just to get it?
0:28.0	So at public.com, it's 5.1% APY.
0:31.0	Straight up, no strings attached. This is a paid endorsement for public investing, 5.1%
0:37.2	APY as of June 17, 2024, and is subject to change. Full disclosures in the podcast description.
0:45.0	Okay, tonight's show, wow, there's a lot going on. We have, I don't even know how to describe
0:52.3	how much we're doing, but we're doing a lot.
0:54.8	First of all, Nick and Jessica from Data Trek are here.
0:58.2	We talked about some really interesting stuff that you will not hear or learn about anywhere else.
1:04.1	Nick and Jessica, walk me through how important
1:07.3	seasonality is going to be in a year like this one.
1:10.7	We take a look at Vicks seasonality, we take a look at the seasonality of
1:15.4	calendar stock returns, and we talk a little bit about the Trump Trade 2.0
1:20.0	assuming that's where we are potentially headed.
1:23.0	Then, it's an all new, what are your thoughts with Michael Batnick and I?
1:27.0	Michael and I get into so many things and we have an extra special surprise guest
1:32.0	ring the doorbell tonight.
1:33.4	So stick around and we're coming right up. Welcome to The Compound and Friends. All opinions expressed by Josh Brown, Michael Batnick, and their
1:48.8	castmates are solely their own opinions and do not reflect the opinion of Redholz wealth management.
	...

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