Gangsta's Paradise

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 1 August 2023

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Michael Lombardi joins Michael Batnick and Downtown Josh Brown to discuss the state of the running back, Michael's latest book Football Done Right, and Aaron Rodgers on the Jets, but first, join Josh and Michael for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: interest rates, big tech, a soft landing fakeout, the Fed, dividend investing, and more! Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/thoughts or enter promo code THOUGHTS for a free Birddogs hat with every order. 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 in Friends.
0:03.0	I am downtown Josh Brown, welcome to the show.
0:07.2	On today's episode, we're going to play what are your thoughts?
0:10.8	It's me, it's Michael Batnik.
0:12.8	We always have a lot of fun.
0:14.0	I know not all of you are able to join us for the live version
0:18.4	that we do on YouTube every Tuesday.
0:20.5	So this is the next best thing.
0:22.2	We're going to talk about technology stock valuations.
0:25.6	We're going to talk about the Fed on pausing,
0:28.3	which is a thing that happened in the last week,
0:30.9	dividend investing, the trucking company,
0:34.4	bankruptcy that is currently taking place,
0:38.0	the potential for a soft landing fake out.
0:41.4	And we'll explain what that means.
0:42.9	There's going to be a mystery chart.
0:44.6	We're going to make the case, all kinds of fun stuff.
0:47.2	And we love the fact that you guys are showing up for the live.
0:50.8	We also love the fact that you guys are here
0:53.2	for the podcast version.
0:54.6	So thank you so much.
0:56.6	After that, we're going to talk to Michael and Marty.
	...

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