"Did the stock market top in March?" asked and answered by Nick Colas and Jessica Rabe (DataTrek Research)

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.7 • 2.2K Ratings

🗓️ 23 April 2024

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the energy market, inflation, and how to prepare for the next recession. This episode is brought to you by Rocket Money. Cancel your unwanted subscriptions by going to: https://www.rocketmoney.com/compound Buy your ticket for TCAF live in LA! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews 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	Ladies and gentlemen welcome to the compound and friends. I want to remind everyone in the
0:06.3	LA area anywhere in Southern California. We will be doing our live episode taping on Tuesday, April 30th, after work. It's a big
0:16.8	networking event, investors from the area, financial advisors, traders, anyone who
0:22.0	loves the compound, anyone who loves investing in
0:24.6	trading. That's who should be at the live taping. We announced two special
0:30.1	guests. We have Matt Bellany of Puck and the Ringer, his podcast, The Town, is absolutely on fire.
0:38.0	We're going to talk about the biggest publicly traded media companies, Apple, Amazon, Netflix, Warner Brothers, Paramount,
0:45.7	everything that's happening right now in entertainment business and we just
0:50.3	announced that Doug Ellen, creator of HBO's Entourage, one of the most beloved
0:56.3	shows, certainly of my lifetime, is coming on stage.
1:01.0	And we're going to talk about the Creator economy and being an independent
1:05.3	Creator and building a show and building a fan base and some of Doug's favorite
1:11.0	memories from that time and some of the new stuff that he's
1:14.2	working on so I'm so excited for that event and if you're in the area we would
1:19.5	love to see you there those of you who are not in the area, don't worry, it's all going to hit the podcast
1:25.8	feed. On today's show, we are talking to Nick and Jessica of Data Trek and we're talking about some really timely stuff.
1:34.6	So oil price spikes, how much of your portfolio should be in energy stocks as a hedge against
1:40.6	that.
1:41.6	Is gold an inflation hedge or is gold really a trade or an
1:46.4	investment in geopolitical tension? Nick's got an interesting answer to that question.
1:52.1	We take a look at a whole lot of things about whether or not the S&P may have topped for the year
1:58.3	CPI etc.
	...

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