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The Compound and Friends

Dark Matter

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.81.9K Ratings

🗓️ 10 January 2025

⏱️ 86 minutes

🧾️ Download transcript

Summary

On episode 173 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Julie Hyman and Doug Boneparth to discuss: the rising 10-year, the real estate market, Presidential volatility, the labor market, private equity, quantum computing stocks, and much more! This episode is sponsored by VanEck. To learn more about VanEck's Uranium and Nuclear ETF, visit: http://www.vaneck.com/NLR 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

Did you watch any of the funeral?

0:04.9

I mean, it was on.

0:06.6

It was a weird day today to be in the office, but the stock market's closed.

0:10.4

Is this how normal people live?

0:12.1

I wondered that today.

0:13.5

I was like, oh, I could have meetings.

0:15.8

And indeed, a lot of people in my office were having meetings today.

0:17.9

Do you know how many times I refreshed the ticker page?

0:20.4

Did you?

0:22.2

I can't help it.

0:23.9

It's a force of habit.

0:25.0

Like what's going on with my,

0:26.1

what's going on with my life?

0:27.1

It actually felt luxurious to me.

0:29.7

Yeah.

0:30.1

Thursday's my writing day.

0:31.2

I write our morning brief newsletter on Thursdays for Friday.

0:34.3

And usually I have to do that, like, in between other things.

0:38.5

Right.

0:38.8

I've even been known to finish it, like, during the show, during commercial.

0:42.0

So you had no shows to make today, so you could just write.

0:44.6

What's the topic to jure?

...

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