Michael Cembalest Takes Us to School

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 14 July 2023

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 101 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss the economy, AI stocks, the worst experiment in capital markets, the biggest risks to the market, the 2024 election, and much more! Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset Management. This episode is sponsored by Horizon kinetics Medical ETF, which primarily invests in pharmaceuticals and biologics. To learn more, visit: https://horizonkinetics.com/app/uploads/Kinetics-Medical-ETF-1Q23.pdf 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	Does he have to wear it? We wear it.
0:02.5	We all wear it.
0:03.9	So people are used to seeing you on a podcast.
0:06.4	Hello, hello.
0:07.2	They're watching people who are wearing headphones.
0:09.3	Right. Yeah. Yeah.
0:10.8	You know, I don't know. It's kind of like the podcast aesthetic.
0:13.2	I don't know anything about this whole thing.
0:15.7	Michael, you know what I learned about you this morning?
0:17.5	That you and I are Jeep EV guys, regrettably.
0:24.1	So I, three, 19 miles on a full charge.
0:28.9	I get 26, not to brag.
0:30.3	Now it's quite close to the 19, you're right.
0:32.1	So I got a, I got a Cherokee like during the pandemic.
0:36.2	I said, I'm not paying 700 bucks for a Cherokee.
0:37.7	So for a Wrangler.
0:38.9	Remember when Wrangler prices went totally nuts?
0:41.0	So I got a Cherokee, but this time I got the Wrangler
0:43.8	than the only thing that I cared about.
0:45.5	The only thing was the power roof.
0:47.8	That was my only requirement.
0:48.9	And that only comes in the hybrid.
	...

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