Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 15 January 2025

⏱️ 105 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown is joined by Owen Lamont, Senior Vice President and Portfolio Manager at Acadian Asset Management to discuss his piece “The Seven Pillars of Market Bubbles". Then at 40:44, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by F/M Investments and Rocket Money! To learn more about F/m ETFs, visit: www.fminvest.com Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ 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, welcome to the compound and friends.
0:03.2	Today's show is brought to you by FM Investments.
0:07.3	As 10-year yields approach 5%, the huge sell-off has improved risk-return attributes dramatically.
0:15.1	Surging 10-year yields make it possible for investors to both clip a high coupon and benefit from possible rate declines.
0:24.8	To find out more, visit fminvest.com and read all about it.
0:30.6	I also want to tell you about our sponsor, Rocket Money.
0:34.6	Rocket Money is a personal finance app that helps find and cancel your unwanted
0:39.2	subscriptions, monitors your spending, and helps lower your bills so you can grow your savings.
0:45.7	It's super cool. All your subscriptions are in one place. You know where your money is going.
0:50.6	And if there are services that you are paying for that you no longer use,
0:55.7	Rocket Money will help you cancel them directly from the app, over 5 million users,
1:01.1	currently on Rocket Money, saving a total of $500 million in canceled subscriptions. Members can save
1:07.7	up to $740 a year when using all of the app's premium features.
1:13.5	Cancel those unwanted subscriptions today.
1:16.1	Go to rocketmoney.com slash compound right now.
1:20.6	All right.
1:21.4	We have a lot to do today.
1:23.3	We talk to Owen Lamont.
1:25.0	Owen is at Acadian asset management. and we get into this thing he wrote called
1:31.0	The Seven Pillars of Market Bubbles.
1:32.9	When I read it, I found myself kind of like nodding along because while we are not in a
1:39.3	full-blown stock market bubble, there are tons of examples of bubbleish psychology,
	...

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