Greed is Good

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 28 March 2025

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 184 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guests Andrew Beer and Sam Ro to discuss: who wins in a trade war, the real value of hedge funds, liquid alts, active ETFs, and much more! This episode is sponsored by Betterment Advisor Solutions. To learn more, visit: https://www.betterment.com/advisors Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.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	There's a tequila crisis going on.
0:02.8	Oh, shit.
0:03.5	Do you know about this?
0:04.7	No.
0:05.5	Yeah.
0:06.1	Oh.
0:06.5	Wait, so how much did Jimmy pay for our bottles?
0:09.3	No, it's not a price crisis.
0:11.0	It's a supply crisis.
0:13.2	What's a difference?
0:13.8	The reaction to the supply crisis is the problematic part.
0:19.2	So tequila became like the thing.
0:23.5	And that happens.
0:24.6	Like vodka was the thing in the 90s.
0:27.5	I think single malt scotch in the 2000s.
0:31.0	Like there's always a thing.
0:32.4	So they can't, the good brands can't make it
0:36.1	at quantity sufficient to supply it all over the world
0:39.5	from this one little province in Mexico.
0:42.2	So some of them are cheating.
0:43.8	They are adding more sugar to speed up the fermentation process so they can get more out the
0:51.0	door.
	...

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