Pricing In Cuts

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 15 December 2023

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 122 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, hedge fund strategy ETFs, and much more! Thanks to Kraneshares for sponsoring this episode. Learn more about the KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) at: https://kfafunds.com/kmlm/# 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	So Josh and I lived on the same street,
0:01.9	really.
0:02.7	Growing up, and we overlapped for about maybe a year.
0:06.4	But I was eight and he was 15.
0:08.0	We didn't hang out.
0:08.9	Yeah.
0:09.9	What?
0:10.9	I hope for your sake you didn't hang out.
0:14.0	I was a pretty chill 8 year old.
0:16.0	Is Sean on the shots?
0:20.0	He's not.
0:21.0	He's not.
0:22.0	Actually, it's kind of... Duncan, I don't have my hat.
0:25.0	You have a hat on.
0:27.0	I mean, you look like one of the wet bandits.
0:29.0	What's the wet bandit?
0:30.0	It's just like the time I came up to the...
0:32.0	I'm alone, bro. yeah you got to you got a
0:33.6	You got to joke panes yeah you got to pull that down man. You got we got too much forehead going on.
0:39.5	Wait, it's all. Do you know why they're the... Oh my God!
0:43.0	Wait, you've never said a bald guy?
0:47.0	Bob.
	...

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