meta_pixel
Tapesearch Logo
Log in
The Compound and Friends

Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

The Compound and Friends

Josh Brown

Business, Investing, Business News, News

4.72.2K Ratings

🗓️ 19 March 2024

⏱️ 100 minutes

🧾️ Download transcript

Summary

On this TCAF Tuesday, Downtown Josh Brown is joined by Nick Colas and Jessica Rabe from DataTrek Research to discuss a unique market moment, finding outperformance in emerging markets, cap-weighted vs equal weighted, and Elon Musk's next big business. Then, at 32:16, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! They discuss the Woodstock of AI, office real estate, the mania in options trading, solar stocks crashing, and much more! Thanks to Public for sponsoring this episode. To learn more about Public's new options trading offering, visit: https://public.com/ 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 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. Public Disclaimer: 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. *Transfer offer Terms and Conditions apply. 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

Click on a timestamp to play from that location

0:00.0

Ladies and gentlemen welcome to the compound and friends. I am your host downtown Josh Brown. Thank you so much for joining us.

0:06.5

This show is brought to us by public.com. If you activate by March 31st you can earn a rebate of 18 cents on every options contract you trade.

0:19.4

All you have to do is go to public.com and activate options to get a lifetime rebate. You don't even

0:26.3

have to place your first trade right away. Meanwhile, if you want to switch from

0:30.4

a current brokerage account, public will reward you with up to $10,000.

0:37.0

This only takes a couple of minutes.

0:39.0

Thousands of traders are currently earning a rebate of 18 cents on all of their options contracts but

0:44.8

here's the catch you have to activate by March 31st so go to public.com right now

0:50.4

this has been paid for by public investing. You must activate your

0:54.6

account by March 31st for the revenue share. Options are not suitable for all

1:00.0

investors and carry significant risk. Full disclosures and podcast description, U.S.

1:05.2

members only. All right, the show tonight is going to be incredible. I mean, we just, we packed

1:11.8

it. I don't know how else to put it we have

1:13.7

Jessica Rabe and Nick Colas from Data Trek research we look at a whole host of

1:18.4

topics they are two of the smartest people I know I just have so much fun bouncing questions off of them.

1:25.0

Why have emerging markets been such a terrible asset class for so long and is this going to change?

1:32.4

What about equal weighting a portfolio? and is this going to change?

1:32.5

What about equal weighting a portfolio?

1:34.8

Why is this even a strategy that exists for equity investors?

1:40.5

And so much more.

1:41.8

We talk about Starlink and SpaceX and Jessica and Nick of the best.

1:46.5

And then it's an all new addition of what are your thoughts with Michael Batnick and I.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.