How Neil Dutta Predicted "No Landing"

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 26 January 2024

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 127 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta to discuss: the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and much more! Thanks to Kraneshares for sponsoring this episode. Learn more about the Kraneshares firm outlook for 2024 at: https://kraneshares.com/ 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	Dude, I'm fucking running on fumes. We just got back from Vegas.
0:03.0	Oh, nice. Where'd you stay?
0:05.0	Cosmo.
0:06.0	Like, like 12, like I'm saying, we got back like 12 hours ago.
0:10.0	Like seriously, literally.
0:12.0	Is there a conference there or?
0:12.8	There was a conference for like wealth tech.
0:15.0	Oh, cool.
0:15.3	So it was mostly, some advisor mostly like technology companies.
0:18.5	All of our vendors.
0:19.8	So I know you're not like a huge individual stock guy.
0:24.0	Tell me this doesn't sound like a classic mistake.
0:27.0	The CEO of PayPal goes on the NBC last week.
0:31.0	He says, we're gonna rock your world we're going to shock you with our
0:36.2	innovations this year and this is a stock that's already down 80% from the Thai
0:41.2	so he says that which is crazy he's a rookie CEO he was never the
0:45.5	CEO before of anything and then today is the day. Wait hold on but hold on you're
0:49.8	missing you something the stock moved bigly. Oh, well, sure.
0:53.0	The stock went from 58 to 68.
0:55.0	So then today is the day.
0:56.3	They unveil seven things.
0:58.1	I'm not even saying they're bad things.
	...

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