It Was Hard to Lose Money This Year: What Are Your Thoughts? (with Josh and Michael)

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 17 December 2019

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Downtown Josh Brown and Michael Batnick go head-to-head for a brand new What Are Your Thoughts! In the final episode of 2019, Josh and Michael cover: * It was almost impossible to lose money this year * Does the success of DoubleLine over the last decade prove that building an active management company is still possible? * The five best performing stocks in the S&P 500 this year were AMD, Lam Research, KLA-Tencor, Chipotle and....Target? * Why does Michael get bullied online more than Josh? * 2020 analyst forecasts * Josh's anti-coffee rant was trash * Apple is the most emblematic stock of 2019 Let us know your thoughts on these topics! We love to hear from you. 1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ 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	Hi it's Josh Brown welcome to what are your thoughts I'm here with Michael Batnik as always
0:04.7	Michael Michael has no idea what I'm going to ask him about I don't know what he's going to ask me about
0:09.5	it's our favorite game let's play it stick around
0:13.6	Okay I have the first topic, and I think this year was really fascinating.
0:18.8	I tweeted out, it was almost impossible to lose money this year.
0:22.4	So I just want to run down real quick a couple of these returns for some indices.
0:27.8	S&P plus 26.4%, Dow up 20%, Nasdaq up 30 something, 32%. 0.20% percent.
0:32.8	Nasdaq up 30 something, 32 percent.
0:36.7	Russell, 22 percent.
0:38.7	Europe you made money.
0:40.0	20 percent.
0:40.7	Japan, 17 percent.
0:42.4	What's a question?
0:44.2	Emerging more, like go down the list.
0:45.8	The only thing you could have lost money in
0:49.3	is the volatility index if you bought the VIX if you were obsessing with
0:53.8	Val this is one of the years diversification didn't mean having to say you're
0:59.4	sorry like just about everything you did worked because even bonds give you double digits close to.
1:04.6	Yeah, you made money in junk.
1:06.0	All right, so?
1:07.0	You made money in investment grade.
1:08.6	Is it likely that you'll have multiple years in a row
	...

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