Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe
The Compound and Friends
Josh Brown
4.7 • 2.2K Ratings
🗓️ 19 March 2024
⏱️ 100 minutes
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| 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. |
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