Heroes of the New Bear Market: What Are Your Thoughts?
The Compound and Friends
Josh Brown
4.7 • 2.2K Ratings
🗓️ 8 April 2020
⏱️ 25 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey guys it's downtown Josh Brown we are sort of live from the compound play our favorite game what are your thoughts I'm here with Michael Batnik as always Michael doesn't know what I'm going to ask him. |
| 0:13.4 | I don't know what he's going to ask me. Let's see what's going on. |
| 0:17.0 | Welcome to the compound show podcast. |
| 0:21.0 | Each week we let you in on some of the best conversations we're having about markets, investing, and life. |
| 0:28.0 | Just a quick reminder, the host of the show are employees of Ritholz wealth management, all opinions |
| 0:33.0 | are solely their own opinions and do not reflect the opinion of Ritholz |
| 0:38.1 | wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. |
| 0:44.8 | Clients of Ritholz wealth management may maintain positions in the securities discussed |
| 0:49.7 | in this podcast. Okay, here we go. |
| 0:54.0 | All right, Mike, I'm gonna go first. |
| 0:56.0 | Um, are there any crisis stars? |
| 1:00.0 | Like, I mean, well, besides you, I feel like every one of these crashes we've gotten like these new |
| 1:06.8 | Celebrity people that called it in advance but this one was so exogenous and so sudden that I feel like nobody really had time to position themselves as the man or the woman who saw it coming. |
| 1:21.0 | I think the closest to that is |
| 1:22.7 | maybe Mohammed Alarian, but only because he said don't buy the dip. |
| 1:27.1 | He didn't predict the pandemic. |
| 1:29.4 | I don't know. |
| 1:30.8 | What are your thoughts? |
| 1:31.8 | I think Ben Hunt comes to mind. |
| 1:33.8 | Okay, because he was so aggressively like guys pay attention pay attention. |
| 1:38.8 | And I was I'll admit that I was laughing a little bit, not like I wasn't publicly |
| 1:45.6 | shaming because that's not my style, but when I was reading him I was like, wow, this guy is really |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

