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The Compound and Friends

Good at the Cyber (with Crowdstrike CEO George Kurtz), 3 tech stocks for 2021 (with hedge fund manager Eric Jackson), Impeachment - ANOTHER ONE

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.72.2K Ratings

🗓️ 15 January 2021

⏱️ 86 minutes

🧾️ Download transcript

Summary

This week on The Compound Show, Josh talks with George Kurtz, co-founder and CEO of Crowdstrike, one of the fastest growing technology companies in America. Crowdstrike's shares have nearly quadrupled over the past year as Wall Street has fallen in love with the company's growth prospects, business model and expanding TAM. George's official blog is here at Crowdstrike's corporate homepage: https://www.crowdstrike.com/blog/staff-member/george-kurtz/page/1/ Next, Eric Jackson joins the show to discuss his top three stock ideas for 2021. Eric's hedge fund, EMJ Capital Ltd, reportedly gained over 100% last year, having invested in some of the biggest work from home winners. You can learn more about Eric's fund here: https://emjcapital.ltd/ 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

So we had an impeachment this week. Another one. Another one.

0:08.0

Yes. That's right. Thank you, DJ College. All right, that's enough of you. So, look, many people are saying that this was the greatest impeachment ever like even better than George Washington's impeachment and that one was lit

0:30.3

So this one was even better than that. Just tremendous. That's what I'm hearing folks.

0:36.3

Many many people are saying this. Stocks rallied anyway again and you want to know why? Because investors aren't on the red team.

0:47.0

They're not on the blue team either. Investors are on the green team.

0:52.0

My man Anthony Skaro Moochee told me. are on the green team.

0:53.0

My man Anthony Skaro-Mucci told me that,

0:55.6

and I love it, because it's so true.

0:58.5

On the green team, you can have your political leanings

1:02.1

in one direction or the other that's fine

1:04.6

But in the end it's about business and success

1:09.8

When you're on the green team that's why you wake up every day.

1:14.0

This moment in political history, as horrific as it is, will pass.

1:20.0

It's a fever.

1:22.0

Trumpism is a virus.

1:25.0

It's a sickness, but we're in the process of sweating it out.

1:29.0

It's not pretty when a fever is breaking.

1:32.0

But break it will. Republicans are already

1:34.8

distancing themselves. Privately they've had they they're saying they've had enough

1:39.6

publicly they're now saying they've had enough. That's a change. And Democrats, they've

1:44.8

really been obsessed with this guy and impeaching him and they are now also

1:50.0

going to start refocusing on whatever they want to get accomplished for the next two

...

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