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The Compound and Friends

Live in Naples with Brian Belski

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.81.9K Ratings

🗓️ 21 February 2025

⏱️ 66 minutes

🧾️ Download transcript

Summary

On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's market outlook, the case for Canadian stocks, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/compound and get up to $10,000 when you transfer your old portfolio. 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/ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. *Terms and Conditions apply. 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

Ladies and gentlemen, in front of your eyes, the compounding friends live from the Alamo

0:17.3

Draft House with your host Josh Brown.

0:21.6

Let's have some fun.

0:23.6

Michael Batnik.

0:26.6

And their special guest, Brian Belski.

0:31.6

Give it up for the Compete of Bread Live.

0:34.6

Let's go, let's make some noise in here. All right of Friends Live.

0:40.5

Let's make some noise in here.

0:46.6

All right.

0:49.6

Ladies and gentlemen, thank you so much for being here.

0:54.3

We had so much fun planning the show.

0:57.4

We spent the last two days in Naples.

0:59.1

We absolutely love it here.

1:00.9

If you're a local, make some noise.

1:01.4

Let me hear you.

1:04.5

All right.

1:08.8

And if you flew in here or drove here from somewhere else, make some noise.

1:09.2

Let's hear.

1:15.9

Brian was clapping. This is a home game. Brian is all. I don't know if you know this.

1:20.6

Naples most of the time resident. What would you say? Seven months out of the year. And it's a home game for me too. This is my favorite theater in the world. Shout up to Alamo

1:24.3

Draft House. Let's go.

1:29.8

And guys, you are in for a treat.

...

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