Only Tesla and Toyota will Survive

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 8 September 2023

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 108 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas to discuss: Q2 earnings, Moore's law, interest rates, the future of the automotive market, Steve Cohen, and much more! Thanks to GraniteShares for sponsoring this episode. Visit Graniteshares.com to learn more about their single stock ETFs. 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	You ever see somebody on the street filming something with their iPhone and just say no one's gonna watch that
0:06.7	Like you ever say to yourself like what is this what is the point of what this person is doing right now?
0:11.4	I see it so often on some sort of park
0:13.6	I go run in the park most days. Yeah, and
0:17.0	Exercise people like doing TikTok videos and no one's watching any of it. They don't I don't they'll probably don't care
0:23.9	They just want to film it and put it out there. Yeah, it's self-expression says welcome back into the building just now
0:30.4	And there's a guy filming it's a guy filming his wife and in the background you would think like they would be trying to get Brian park or something
0:38.7	there's like a
0:40.4	construction van and
0:42.7	She's like standing in front of it and he's trying to pan the the phone and she's like yelling at him like no
0:49.1	No, do it like that and I almost blurred it out. Don't worry. No one's gonna watch this shit
0:55.1	But I I restrained myself some I'm growing as I'm growing as a person
1:00.0	What was that grin on your face? I'm growing. I didn't say it. I'm saying I didn't say it last time Nick was on here was
1:09.6	October yeah, that's I'm right October
1:12.7	2022 where were oh it's a bottom. It's the bottom. Yeah, it's a bottom. What was the name of that show?
1:19.1	We the name of the show. Oh wow the name of the show that episode was this is the bottom Michael says amazing
1:24.7	Was it really I think it was a Hitchcock horror story. Yes
1:27.9	Well, well, we got to get into we got to get into how that played out because I don't feel like the bottom of the time. No, no
1:34.3	No, and it wasn't the bottom for tech
1:36.9	When did tech bottom December 28? Oh
1:40.1	Was that right? Yeah, so what started bottom first S&P? Huh, and actually
1:48.1	I don't even ripping all year so it went into the year end
	...

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