JC's Revenge

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 17 January 2025

⏱️ 92 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 174 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF Legend JC Parets! They discuss luck vs skill in the market, the best performing asset of the 21st century (so far), risk-on indicators, JC's big short, the breakout in bank stocks, Bitcoin's consolidation, and much more! This episode is sponsored by FP Alpha. To learn more about their tax planning solution for advisors, visit: https://go.fpalpha.com/compound Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ 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. The Compound Media, Incorporated, 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	So we lost two legends today, David Lynch and Bob Yooker.
0:02.5	Yeah, man.
0:04.1	Just a bit outside.
0:06.0	Just a bit outside.
0:07.2	Well, you know Roger Dorn was O for the Century?
0:09.6	Was it Roger Dorn?
0:10.4	With supple of Hal tips?
0:11.6	Roger Dorn?
0:12.2	I think so.
0:14.9	David Lynch was a strange, strange man.
0:18.5	Buddha, Jumbu.
0:22.7	JC, that was messed up when he did that kid.
0:25.2	That cold.
0:25.8	Have you got a...
0:26.8	Have you gotten that?
0:27.3	That cold called you.
0:28.4	Have you gotten that before?
0:29.7	Yeah.
0:30.1	Oh, you have?
0:30.7	You're like on a list?
0:31.6	You just abuse.
0:32.8	Because you pick up.
	...

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