It’s Time to Buy Value Stocks Now

The Compound and Friends

Josh Brown

Investing, Business, News, Business News

4.7 • 2.2K Ratings

🗓️ 29 August 2023

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: Grayscale's legal victory, Goldman selling its advisory business, earnings revisions, value stocks, Nvidia, the Instacart IPO, and much more!! Thanks to Tropical Bros for sponsoring this episode! Use code COMPOUND20 at checkout for 20% off on everything they have, Polo's, Hawaiians, Swimsuits & quarter zips: https://tropicalbros.com/collections/animal-spirits Watch this episode on YouTube: https://youtube.com/live/lrFYNYOTpKE 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	Ladies and gentlemen, welcome to the compound and friends.
0:03.0	It is Tuesday, August 29th.
0:05.1	Somehow, this is maybe the fastest summer ever.
0:08.4	Do you feel that way?
0:10.0	Maybe I feel that way every summer,
0:12.8	but this one really seemed to have gone quickly.
0:15.2	And it was a good summer.
0:16.5	And it was good summer for the markets,
0:19.2	good summer for bonds, good summer for stocks,
0:21.7	great summer, family-wise.
0:23.7	Got to do a lot of cool stuff.
0:25.0	And I hope you did it as well.
0:27.2	Got my kids back.
0:28.8	And they are in orientation, already, for school.
0:33.0	So here we are.
0:34.4	I wanted to do a little bit of housekeeping first tonight.
0:37.7	First of all, there will be no new episode
0:40.4	of the compound and friends this Friday.
0:43.2	We are taking a show vacation.
0:46.8	So Nicole will be off, John Duncan, myself, Michael.
0:50.5	I just want to give everyone a chance to catch their breaths.
0:54.3	Their breath, their collective breath.
	...

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