JP Morgan Destroys the Bears: What Are Your Thoughts? (with Josh and Michael)

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 14 November 2019

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: * JP Morgan calls out permabears. * Should investors be concerned about the national debt? * Does Google want to be a bank? * Selling performance vs selling opinions. * Stock-based compensation. * Opinion vs price. * Disney +, first impressions. 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 downtown Josh Brown. I'm here with Michael Batnick.
0:03.2	Hey guys!
0:04.2	We're about to play our favorite game.
0:06.8	What are your thoughts?
0:08.6	Michael doesn't know what I'm going to ask him about,
0:10.7	and I don't know what he's going to ask me about.
0:13.0	Stick around, let's see what's happening.
0:15.0	All right, I have the first.
0:18.0	Nope.
0:17.0	I have the first.
0:18.0	You're going first?
0:19.0	I'm starting.
0:20.0	All right, go.
0:21.0	All right.
0:22.0	All right. All right. Did you see this post from J.P. Morgan, the Armageddonists?
0:26.0	No.
0:27.0	Oh, yes.
0:28.0	I saw a chart from it.
0:29.0	Okay, so here's the lead.
0:30.0	While recessions and bare markets are fact of life, something peculiar happened after the global financial crisis.
0:35.5	The rise of the Armageddonists, which refers to the market watchers, forecasters, and money managers whose apocalyptic comments spread like wildfire in print and online financial news.
0:44.4	This is the gulliest thing.
	...

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