Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 20 February 2024

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to take a look at the big takeaways from earnings season, the recent high correlation between stocks and long-term Treasury bonds, and the Super Micro Computer phenomenon currently influencing the small cap stock index! Then, Josh joins Michael Batnick for a brand new episode of What Are Your Thoughts where they discuss: Nvidia, if stocks cause inflation, earnings season, Wawa, the Fed, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/ and activate options trading by March 31st to lock in your lifetime rebate. See disclosure below for more details. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. 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 Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. 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 Public is doing something really interesting. They launched options trading, and this is an industry first.
0:16.0	They are sharing 50% of their options revenue directly with you.
0:21.4	So if you're trading options somewhere, you might as well consider moving that activity over to public they will
0:27.8	earn fees on that and they will split that 50-50 with you so you're going to know exactly how much public makes from your
0:35.8	options trades because you're getting half of it. It's a more transparent approach to
0:40.0	options with no fees and you get something back on every single trade.
0:44.2	Who doesn't love that?
0:45.3	Go to public.com and activate options trading by March 31st in order to lock in your lifetime
0:51.8	rebate. This has been paid for by the public
0:54.2	investing app must activate options account by March 31st for revenue share.
0:59.2	Options are not suitable for all investors and carry significant risk.
1:03.7	Full disclosures in podcast description, U.S. members only.
1:08.8	Okay, on tonight's show, my friends Nick Colas and Jessica Rabe of Data Trek research stopped by and they tell us all
1:16.8	about some of the stuff they've learned so far this year. One of the big lessons is large
1:21.6	caps can handle rising rates they're doing it yet again
1:25.2	rates are higher this year and so far the S&P 500 has not backed off and I have a
1:32.3	feeling earnings have a lot to do with that.
1:34.8	We will absolutely get into it.
1:36.5	We also look at the near record high correlations we're seeing between long dated Treasury
1:42.1	bonds and the S&P 500, also the NASDAQ 100.
1:47.0	And this is pretty rare that long dated Treasury bonds and stocks are this correlated, and we're going to find that a little bit about what's going on and what we can
1:56.2	expect going forward as that trend persists. We also talk about some career stuff
	...

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