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The Compound and Friends

Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.72.2K Ratings

🗓️ 3 July 2020

⏱️ 40 minutes

🧾️ Download transcript

Summary

On this episode of The Compound Show, Josh talks about the 4.8 million jobs added back in June, the wild dispersion within the Real Estate sector of the stock market, warehouses vs office buildings, and some plans for July 4th weekend. Michael Batnick joins for another round of What Are Your Thoughts to answer the question "Why would anyone invest right now?" Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you! 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, it's J.B. We got so much to do today. I won't waste any time. Let's play the music.

0:10.0

Welcome to the compound show with Downtown Josh Brown. Josh is the CEO of

0:14.0

Rit Holt's wealth management. All opinions expressed by Josh or any podcast

0:17.4

guest are solely their own opinions and do not reflect the opinion of

0:20.1

Rit Holt's wealth management. This podcast is for informational purposes only and should not be relied

0:24.2

upon for investment decisions. Clients of Rit Holtz Wealth Management may maintain positions in the

0:28.5

securities discussed in this podcast.

0:33.0

Okay, all right.

0:34.0

Welcome back to the one and only compound show.

0:37.0

I'm downtown Josh Brown.

0:38.0

We have a lot of stuff to go over today.

0:40.0

It's Thursday right before the holiday break so happy July 4th everyone. If you want to know what I'll be doing probably a lot of hot dogs, a lot of hamburgers, watching the fireworks at Jones Beach.

0:52.5

I'll be screwing around on my jet ski all weekend.

0:54.8

Probably end up killing myself in a lagoon somewhere.

0:57.4

Some tequila, the usual.

0:59.8

And I'll have three days to do it.

1:01.2

So wish me luck.

1:03.1

Anyway, later in the show, Michael Batten, comes back.

1:06.7

We played another round of what are your thoughts?

1:09.1

Michael talks about answering this question,

1:11.8

if the economy is so bad and the stock market is so high, why would

1:16.6

anyone invest right now?

...

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