Entering Year Two of the Bull Market with Tom Lee

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 20 October 2023

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 114 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: earnings, the liquidity starved bull market, economic indicators, the Fed's next move, housing, and much more! This episode is brought to you by Kraneshares. To learn more about their Global Luxury Index ETF (KLXY), visit: https://kraneshares.com/klxy/?adsource=wealthcast Sign up for a free 30 day trial of FS Insight at: https://bit.ly/thecompound-fsinsight 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	Welcome to The Compound in Friends.
0:18.5	All opinions expressed by Josh Brown, Michael Batnik, and their castmates are solely their
0:22.7	own opinions and do not reflect the opinion of Red Holt's wealth management.
0:26.6	This podcast is for informational purposes only and should not be relied upon for any investment
0:30.9	decisions.
0:31.9	Clients of Red Holt's wealth management may maintain positions in the securities discussed
0:35.5	in this podcast.
0:38.8	Today's episode of The Compound in Friends with Tom Lee is brought to you by Crane Shares.
0:44.9	Crane Shares has a global luxury index ETF, Takerus KLXY.
0:50.7	Not to step on too much of the material today's show, but Josh's in Las Vegas and oh my god.
0:56.6	So see you have a story about luxury.
0:58.3	I don't know this is a luxury.
0:59.1	This is like ultra luxury.
1:00.9	I don't know, just crazy stuff.
1:02.6	You know, the Fed could tighten rates all they want.
1:05.0	People don't stop spending.
1:06.6	The global luxury market is projected to reach 570 to $615 billion by 2030.
1:13.9	Unbelievable.
1:14.7	But it's one double its size in 2020.
1:17.4	So KLXY gives you access to global luxury brands such as LVMH,
1:22.6	Hermaze, Ferrari, Pernod, Ricard.
1:25.6	I doubt I'm getting that right, but hey, that one too.
	...

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