Man On Fire

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 12 January 2024

⏱️ 80 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 125 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: the next big thing in technology, Tesla's 2024 outlook, Google gaining ground in AI, semiconductors, top cybersecurity stocks, the best CEOs, and much more! Thanks to Dimensional ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit: https://www.dimensional.com/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Dude, thank you so much for coming. Oh, this is... Did you fly in directly from Vegas?
0:05.6	Last night. Last night, okay. Are you tired?
0:08.8	Not really. All right. We actually do you do the red eye?
0:13.0	No, we um we call like I call like the like the chairman flight like you know like it's like the like 9
0:20.8	10 a.m. Yeah, yeah, yeah, yeah.
0:24.0	Like get out of here.
0:25.0	Yeah, exactly.
0:26.0	We, um, but CES this year was, was unbelievable.
0:30.0	Yeah, I've never been.
0:31.0	So I didn't even realize how big a deal it would be to Wall Street
0:35.5	Usually it's not right, but this time because of AI being so mainstream. Okay.
0:42.6	It changed the game.
0:44.0	Where, uh, where is it, is it in the convention center?
0:47.3	Yeah, it's in the conventions.
0:48.3	And then it's all throughout.
0:49.8	I was gonna say how many people descend upon Las Vegas for this each year? I think it's 130,000.
0:55.1	Oh shit. Yeah, it's like it's got to be one of their bigger, I know the Magic
1:00.1	show is a big deal. But I think I I mean, it's the biggest tech conference in the world,
1:05.4	but for Vegas, I mean, it's just to overrun.
1:08.5	Yeah.
1:09.5	We had a National Championship Party Monday night. It was it was that pick. Okay. Awesome. What did you do it? We did we ran out
1:18.0	Applied Hollywood restaurant next to the sports book so I'm going going to Vegas next week that's why I asked. I was just
	...

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