It Turns Out the Fed Doesn’t Matter

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 1 December 2023

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 120 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to discuss: the post-pandemic economy, when economic indicators stop working, how AI saved the market, the magnificent seven, the 2024 stock market outlook, and much more! Thanks to Public for sponsoring this episode. Go to Public.com/compound to lock in 5.4% yield on your cash. 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	I learned a lot about myself. I looked at my Spotify unwrapped.
0:03.7	Duncan, do you have that?
0:05.1	You wouldn't believe my Spotify?
0:06.7	Do you have Spotify?
0:08.0	I never check it out.
0:10.0	They did the year-end unwrapped where they tell you what you actually listen to.
0:14.1	Oh, okay. No, it's not so okay.
0:16.1	That's not? No, I thought I was a different person than who I actually am.
0:20.4	So... That's quite disturbing. Well, at least you were looking at it rather than anybody.
0:24.0	Here's my top song, my top five songs in 2023 that I listen to.
0:29.0	Flowers by Myli Cyrus.
0:32.0	Kill Bill B Cesar.
0:34.0	Okay, I'm cool with that.
0:36.0	Tropic Morning News by the National.
0:39.0	Calm down by Selina Gomez.
0:42.0	Yeah.
0:42.8	I'm just telling you, this is what it is.
0:44.3	You know you don't have to tell people.
0:45.7	I know.
0:46.7	Mine is. And chemical by post Malone.
0:49.1	Mine is worse.
0:51.1	You want to see the rest?
	...

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