All right, so welcome to live not from the compound. We're actually not there.

Michael Batnick and I, downtown Josh Brown, are sheltering where we are out in the suburbs of Long Island and probably like a lot of you

guys watching this just waiting to hear what the next shooter drop is and what the next order is

from the government and trying to be good

citizens not making a lot of contact with people but we wanted to come back on the

compound and talk to you all about some of the things that we're reading and hearing and seeing in the markets.

Welcome to the compound show podcast.

Each week we let you in on some of the best conversations we're having about markets,

investing, and life. Just a quick reminder, the host of the show are employees of

where it holds wealth management, all opinions expressed are solely their own opinions and do not reflect

the opinion of Ritholz wealth.

This podcast is for informational purposes only and should not be relied upon for investment decisions.

Clients of Ritholz wealth management may maintain positions in the securities

discussed in this podcast.

Okay, here we go.

Michael, the first thing I wanted to get into was I'm dying to see what the 13 Fs look like for

Q1.

For those that aren't aware, 13F is a filing that every large hedge fund bank asset

management firm has to do with the government 45 days after the quarter ends to report what stocks they bought and sold.

So what do you think we're going to see there?

Like what are your thoughts about who's doing what and who will end up looking really

smart for either their sales or their buys?

...