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The Compound and Friends

Cut Your Losses, Size up Your Winners

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.81.9K Ratings

🗓️ 20 December 2024

⏱️ 81 minutes

🧾️ Download transcript

Summary

On episode 170 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas, Co-Founder of DataTrek Research to discuss: the market's reaction to the latest Fed cut, if international stocks are worth the risk, the outlook for 2025, the latest in Tesla, the wisdom of Steve Cohen, and much more! This episode is sponsored by Global X and Public. To learn more about Global X’s entire suite of ETFs from covered calls, fixed income, emerging markets, and more, visit: https://www.globalxetfs.com/ Lock in a 6% or higher yield with a Public Bond Account. Learn more at: https://public.com/compound Take the TCAF audience survey! Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

So Nick, you're the guest. You consume no content, right? You're not a movie guy. Wait, you're a big reader? Yeah. I read the Silk Roads. Silk Road.

0:21.1

Silk Roads, yeah.

0:21.9

What a book.

0:23.0

Yeah.

0:24.3

Unfortunately, his follow-ons, which I've also read, not as good.

0:27.4

You know that happens a lot?

0:28.6

The Sapiens guy fell off after the first one.

0:32.1

I read his latest one on AI.

0:34.8

He has an AI book?

0:36.0

Of course he does.

0:37.4

With a pigeon on the cover.

0:39.4

That I haven't seen.

0:40.6

Are you reading books about AI?

0:42.2

I just picked up the F.T.'s book of the year by one of the reporters.

0:46.7

It's about AI.

0:47.8

We'll see how it goes.

0:48.6

Okay.

0:48.8

I read an AI book this summer.

0:51.0

Every other sentence, he's saying, this could change.

0:55.8

But.

0:56.1

Yeah, so what's the point of reading an AI book?

0:57.4

Right.

...

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