Price-Chasing Donkey

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 28 February 2025

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal, Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction, Apple's investments in American, tariffs and reshoring, Jim's favorite stocks, and much more! This episode is sponsored by Betterment. Grow your RIA your way: https://www.betterment.com/advisors Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ 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	Jimmy, tell me about your time in the Navy.
0:03.3	Seven years.
0:04.1	It was great.
0:04.7	Rob reads a lot of, like, espionage thrillers and military novels.
0:09.3	He likes his stuff.
0:10.4	I'll tell you the truth.
0:11.3	Not a day goes by.
0:12.3	I don't think about it.
0:13.2	And it was the best time on my life.
0:15.2	Seven years?
0:15.9	Seven years.
0:16.5	What years were those?
0:17.5	90 to 97.
0:18.7	So right out of college.
0:19.3	You were a cold warrior. Right at the tail end.
0:21.5	Right at the end.
0:22.3	Cold War ended.
0:23.5	And in fact, that informed my decision to get out because I'm not sharing too much
0:27.4	information here.
0:28.1	But when you got to 1995, this was Yeltsin talking to Clinton and they would meet
0:34.8	in Reckovic and Yelts.
0:36.1	Last ghost.
	...

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