Josh Brown, Michael Batnick, Cullen Roche

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 22 April 2020

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Why Credit Card Losses Could Explode: What Are Your Thoughts? On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment. In this edition: * Five US stocks are now bigger than the entire developed world's stock markets combined, how can this be? * What are the investor takeaways from the massive crash in oil prices? * Did an oil ETF popular with retail traders contribute to negative oil prices this week? * Are people more comfortable about ordering in food as a break from cooking at home now? * How long would you stay in your home, no matter what the government says? * Watching old NBA games * Reactions to ESPN's The Last Dance What Does The Fed Actually Do? Michael Batnick talks with Cullen Roche about what the federal reserve actually does, what their critics get right, and how their actions today compare with what they did during the Great Financial Crisis. 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	What's up?
0:02.5	up guys, it's downtown Josh Brown.
0:04.5	I'm here with Michael Batnick as always.
0:06.5	It's Tuesday, so we're going to play our favorite game.
0:08.8	What are your thoughts?
0:10.2	Michael doesn't know what I'm going to ask him about. I don't know what he's going to ask me about.
0:14.0	Stick around. Let's see what's happening.
0:18.0	Welcome to the compound show podcast.
0:20.0	Each week we let you in on some of the best conversations we're having about markets, investing, and life.
0:28.0	Just a quick reminder, the host of the show are employees of Ridholz wealth management, all opinions
0:33.0	are solely their own opinions and do not reflect the opinion of Ritholz wealth.
0:38.6	This podcast is for informational purposes only and should not be relied upon for investment decisions.
0:44.8	Clients of Ritholz wealth management may maintain positions in the securities discussed
0:49.7	in this podcast.
0:50.9	Okay, here we go.
0:59.0	Okay, first of all, love the shirt Michael. I still believe too. I don't know why. These days I'd be happy for any basketball.
1:03.0	I want to ask you about something that you wrote about,
1:06.0	the top five stocks in the United States
1:09.0	are now bigger within the S&P 500 than they've been since the 1970s.
1:15.0	You have a couple of charts, one of which is a horrendous chart crime.
1:19.0	We'll throw this one up, showing that the five largest stocks in the S&P 500 are now as big as the bottom 350.
1:28.0	And you've done this before and they get bigger and bigger and the rest of the index gets smaller and smaller. What are we to make of this situation because
	...

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