Did Bonds Just Bottom?

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 10 October 2023

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Then, stay tuned for Josh's conversation with Jacob Sonenshine of Barron's. Thanks to Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash. Watch this episode on YouTube: https://youtube.com/live/N8uFmdPydFo 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 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/ 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. It's Tuesday night.
0:03.2	We have a great show for you. First things first, Michael and I, with another all-new,
0:08.0	what are your thoughts? We got into earnings. We got into Treasury bonds. We got into investor
0:14.8	behavior. We did some sector stuff. We picked some Fang stocks for the ride into your end,
0:20.8	all kinds of cool stuff. And then after that, I spoke with Jacob Sonenshine. He's a great writer
0:26.8	at Barons. And Jacob covers a whole ton of stuff. But he wrote something about the crash in Pepsi
0:34.6	shares recently. And we've seen all of the consumer stable stocks get hit,
0:40.4	partially because of interest rates. Remember, they're all dividend payers and they're all competing
0:44.8	for capital against risk-free treasuries. But also, a lot of analysts notes about the effect of
0:52.1	ozemic and the GLP-1 inhibitors. All of the concern that all of a sudden everyone's going to be on
1:02.8	these obesity drugs and they're going to stop eating fast food and they're going to stop buying
1:08.9	bags of shit at Target and stuffing themselves. I don't think it's going to play out that way.
1:14.6	I don't think you're going to see the patient population for these drugs explode in the next 12
1:20.0	months. I can see that it's going to be a very big category of drug. I just think the selling
1:26.7	in these companies is way overdone. And the other thing to keep in mind is that these companies
1:30.8	adapt. So Jacob and I are going to talk about that after hope you love the show. And if you do,
1:35.4	leave us a waiting and review. And we'll see you soon.
1:38.5	Welcome to the compound and friends. All opinions expressed by Josh Brown, Michael Batnik,
1:49.1	and their castmates are solely their own opinions and do not reflect the opinion of Redholds
1:53.2	Wealth Management. This podcast is for informational purposes only and should not be relied upon for
1:58.1	any investment decisions. Finds that Redholds Wealth Management made me team positions in the
2:02.5	securities discussed in this podcast.
	...

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