4.8 • 1.9K Ratings
🗓️ 18 February 2025
⏱️ 53 minutes
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0:00.0 | Ladies and gentlemen, welcome to the compound and friends. |
0:04.0 | It's a special Floridian edition. |
0:06.9 | I am in Boca Raton and Michael is in Naples, Florida. |
0:11.6 | But we did the show and it's a good one. |
0:14.9 | So it's what are your thoughts? |
0:16.8 | And this week we look at the breakouts happening in Europe and Chinese equities. |
0:22.1 | They're actually leading the U.S. market this year, which I think is somewhat surprising. |
0:27.1 | And we take a little bit of a reading from around Wall Street what people are saying. |
0:31.6 | We also look at the federal layoffs and some of the stuff that Elon Musk and Doge are doing with various government departments and worker buyouts and the firing of probationary employees at the government, et cetera, and what might be the economic impact of that. |
0:47.2 | So stick around. |
0:47.9 | It's a great show. |
0:49.1 | Duncan, Daniel, and John will send you in right now. |
0:59.4 | Thank you. and John will send you in right now. Welcome to The Compound and Friends. |
1:01.5 | All opinions expressed by Josh Brown, Michael Batnik, and their castmates are solely their own opinions and do not reflect the opinion of Ritholz wealth management. |
1:09.5 | This podcast is for informational purposes only and should not be relied upon for any investment decisions. |
1:14.9 | Clients of Riddholt's wealth management may maintain positions in the securities discussed in this podcast. |
1:21.9 | All right. |
1:24.2 | We are Michael Bannick and Josh Brown. |
1:29.3 | We are your hosts for a new, all new edition of What Are Your Thoughts? |
1:34.3 | Super excited to be doing the show this week from Florida, both of us. |
1:39.3 | Michael's on the West Coast. |
1:41.3 | I'm on the East Coast. |
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