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The Compound and Friends

Charts Out the A**

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.72.2K Ratings

🗓️ 2 February 2024

⏱️ 90 minutes

🧾️ Download transcript

Summary

On episode 128 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: how stocks perform after all-time highs, the latest from the Fed, MMT, election year markets, Mark Zuckerberg: doomsday prepper, and much more! Thanks to iShares for sponsoring this episode. To learn more about the iShares Bitcoin Trust, visit: https://www.ishares.com/us/strategies/ways-to-invest-in-bitcoin 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/ iShares Bitcoin Trust (IBIT): This information must be accompanied by a current iShares Bitcoin Trust prospectus, which may be obtained by clicking here. Please read the prospectus carefully before investing. The iShares Bitcoin Trust is not an investment company registered under the Investment Company Act of 1940, and therefore is not subject to the same regulatory requirements as mutual funds or ETFs registered under the Investment Company Act of 1940. The Trust is not a commodity pool for purposes of the Commodity Exchange Act. Before making an investment decision, you should carefully consider the risk factors and other information included in the prospectus. An investment in the Trust may be deemed speculative and is not intended as a complete investment program. An investment in Shares should be considered only by persons financially able to maintain their investment and who can bear the risk of total loss associated with an investment in the Trust.Investing involves risk, including possible loss of principal. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy advice.Investing in digital assets involves significant risks due to their extreme price volatility and the potential for loss, theft, or compromise of private keys. The value of the investment is closely tied to acceptance, industry developments, and governance changes, making them susceptible to market sentiment. A disruption of the internet or a digital asset network would affect the ability to transfer digital assets, and, consequently, would impact their value. iSHARES and BLACKROCK are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Dude, we had you one like a long time ago.

0:02.0

Like 15 months or something.

0:04.0

It was the end of 2022.

0:06.0

I think it was November.

0:08.0

Yes, that's right.

0:10.0

I forgot to ask you to get some notes from the last time we spoke.

0:12.0

Did you do that anymore? I can tell you what I said.

0:17.2

When was that? It was a soft landing. No. It was I did say 40% chance of a soft landing.

0:24.5

All right, so it's at the time.

0:25.5

So it was like, oh, it was at the bottom.

0:26.8

It was like October 22.

0:27.8

Yeah, and I, and it was the day inflation died.

0:30.4

So everybody was hyped up.

0:31.3

It was the day that we had a really good

0:34.8

CPI print and the market was up like 7% that day.

0:37.8

Because CPI was only like 7.5%?

0:40.3

Yes.

0:41.3

And then we talked and the big takeaway, I mean it was like pretty frenetic.

0:47.0

The conversation?

0:49.0

Did you be listen to it?

0:50.0

Yes, I did.

0:51.0

I listened to it like a month ago.

...

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