How to invest in TikTok, the opportunity in Chinese tech stocks, What Are Your Thoughts with Michael Batnick, the best 90 days ever for diversified investors

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 31 July 2020

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, which will be coming public soon, and how US investors can stay updated on all of the biggest developments in China. You can subscribe to Brendan's daily morning note at ChinaLastNight.com to get up to speed. Michael Batnick joins for a new edition of What Are Your Thoughts to tackle the best 90 day period for diversified investors ever, the biggest earnings day of the year, the rally in gold and Bitcoin, when plumbers have stock tips and more! Leave us a rating and review if you like the show, it helps a lot! 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	All right, it's J.B. We're back. We're going to cover a ton of stuff on the show this week, including
0:07.1	the upcoming IPOs of two of the largest technology firms on Earth. Let's rock and roll.
0:13.0	Welcome to the compound show with downtown Josh Brown.
0:18.0	Josh is the CEO of Ritt Holtz Wealth Management.
0:20.0	All opinions expressed by Josh or any podcast guest are solely their own opinions
0:24.2	and do not reflect the opinion of Ritt Holtz wealth management. This podcast is for informational
0:28.0	purposes only and should not be relied upon for investment decisions.
0:31.0	Clients of Ritt Holtz wealth management may maintain positions in the securities discussed in this
0:35.0	podcast.
0:36.0	Welcome to The Compound Show.
0:40.2	I am downtown Josh Brown. If you have a son or a daughter at home,
0:45.0	somewhere between the age of let's say eight years old and 18 years old,
0:49.5	it's very likely that the ambient background noise in your home during the entirety of the
0:56.3	pandemic period has sounded something like this.
0:59.3	All right, that's enough. These staccato clicks and clacks of modern rap music have become
1:10.4	something of a ubiquitous soundtrack to our lives over the last few months
1:15.5	as the work-from-home situation has forced us into basically around-the-clock proximity
1:21.6	with our children.
1:23.3	More to the point, it's forced us into close and nearly constant proximity
1:28.1	with our children's phones.
1:30.4	And this is the sound their phones are remitting all day and all night.
1:35.0	I swear I think I hear it in my sleep.
	...

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