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The Compound and Friends

Live from Houston

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.72.2K Ratings

🗓️ 9 December 2022

⏱️ 47 minutes

🧾️ Download transcript

Summary

On episode 73 of The Compound and Friends, Bryn Talkington joins Michael Batnick and Downtown Josh Brown in front of a live audience at the Dynasty Investors Forum to discuss consumer strength, energy stocks, inflation coming down, BREIT, and much more! Get your ticket to The Compound x On The Tape present: Fan Appreciation Night at the Nasdaq MarketSite! All money raised goes directly to No Kid Hungry, a nonprofit on a mission to end childhood hunger. Today's podcast is sponsored by YCharts. Check out Josh Brown’s End of the Year Chartapalooza at: https://go.ycharts.com/downtown. 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/ 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

Hey guys, today's show was taped in front of a live audience at the dynasty investment

0:06.7

forum in Houston, Texas.

0:09.3

We had our friend, Brynn, talking to him from requisite capital.

0:13.4

You may know her from her appearances on CNBC.

0:17.2

And Brynn is smart as a whip, hugely accomplished, spent most of her career on the asset management

0:24.4

side.

0:25.4

Brynn is now part of a fast-growing, very prominent RIA in the Houston area.

0:32.2

So we were so happy to have Brynn come on the show.

0:35.0

We talked about energy stocks.

0:38.2

We talked about the consumer, interest rates inflation.

0:41.4

All of the top issues of the day, I think you'll really enjoy listening to that conversation.

0:47.2

I also wanted to mention, next Friday, we're doing a live taping in Times Square.

0:54.1

We'll be at the NASDAQ Market site, special thanks to the NASDAQ for hosting us.

0:58.8

And we're bringing a bunch of our friends from another podcast you might be familiar with

1:03.0

called On The Tape.

1:04.9

And On The Tape are my friends, Dan Nathan, Guyadami, Danny Moses.

1:10.7

They do a really great job on their show each week.

1:14.0

And we're all going to get together.

1:16.0

And we're going to look back at the year 2022.

1:19.0

All of the biggest stories, all of the stuff that made us laugh, made us cry.

1:23.6

And we'll talk about the outlook for 2023.

1:27.1

And that will be followed by drinks, of course.

...

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