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The Compound and Friends

Nvidia Breaks Away

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 26 May 2023

⏱️ 94 minutes

🧾️ Download transcript

Summary

On episode 94 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dror Poleg to discuss Nvidia's ascent, the AI explosion, the future of work, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/compound to learn more about their new Treasury accounts. 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

drawer was the first and only guess that I had to cancel on because I

0:04.5

f***ed up my schedule. Oh, we canceled on you? I did. When I went to Phoenix. No, but also it was

0:10.0

ages in advance anyway. But listen to this. You took it very seriously. No, because I really felt

0:16.9

really badly. Next week Josh and I are going to be in Tampa and I got my brain twisted and I

0:24.2

thought that I was going to have to cancel on you again because I thought you were next week and I was

0:27.6

like oh my god. We would have taken you to Tampa with us. So I started DMing you. I was going to

0:34.5

like send you like a door dash like cards like I'm like I'm buying you dinner and then the

0:38.9

coolest like you idiot. That's next week. Hey, I didn't call you an idiot. I mean I was like

0:44.5

what are you talking about? She implied. Yeah, yeah. No, but it was. It was worth it. I am I am I am

0:51.2

calendar challenged. Even though like it should be fairly. How did you end up in Port Washington?

0:56.0

Let's hear the story because you don't have a Port Washington accent. No, I just went on

1:00.0

Long Island. Let's start there. So I grew up across the Bay in Israel. Yeah, throw these on. And

1:05.7

right right across the Bay in Israel. Right. Yes. And then

1:10.1

what part of Israel are you from? Natania. Okay. I don't know. Where is it? It's on the coast.

1:16.4

The Mediterranean. It's kind of on the med. Okay. 15 minutes north of Tel Aviv. It's Tel Aviv

1:20.2

basically. Okay. It's like a little chiller. Okay. It's like the Port Washington of Israel. How did

1:24.7

you end up in the United States and went? So I came here. I left Israel 22 years ago. So I've

1:30.2

lived in China for 10 years in London. I went to grad school there. I went to college in Australia

1:35.5

before that. And eight years ago, I landed here kind of by accident. I had a startup that

1:42.4

was kind of going hot here for five minutes. Okay. Was it we work? No. That was my that was the

1:48.0

other Israeli guy. Okay. Do you know him? And I've met him. Yeah. Impressive. Does anyone really

1:52.9

know? I don't know. Does anyone really know him? He's impressive. Yeah. No, I think I think he is.

...

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