Real Men Don't Panic Over Bonds

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 23 May 2025

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 193 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Richard Bernstein to discuss: the Big Beautiful Bill, the bond market, the Fed, the next recession, international stocks, the best uncertainty hedge, and much more! This episode is sponsored by Kraneshares. Read their recent article on the future of AI at: https://KraneShares.com/ai Sign up for The Compound Newsletter and never miss out: ⁠⁠thecompoundnews.com/subscribe⁠⁠ Instagram: ⁠⁠instagram.com/thecompoundnews⁠⁠ Twitter: ⁠⁠twitter.com/thecompoundnews⁠⁠ LinkedIn: ⁠⁠linkedin.com/company/the-compound-media/⁠⁠ TikTok: ⁠⁠tiktok.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. 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	All right.
0:01.0	I know you're a Rangers fan. You're Knicks fan?
0:04.0	I was there last night.
0:05.0	Oh, me too.
0:06.0	So was Michael. Where were your seats?
0:08.0	Way upstairs.
0:09.0	Um, why, uh...
0:11.0	I saw Danny Moses was there.
0:12.0	You know what? So I left with 30 seconds to go, because I had a train to catch, and also we were up by eight.
0:17.0	So...
0:18.0	Did you really?
0:19.0	So I'm on.
0:20.9	What?
0:21.9	Well,
0:23.6	I wanted to avoid the mayhem and I had a train to catch.
0:24.2	The game was over.
0:24.5	Right.
0:25.1	We were up by eight.
0:25.6	Oh,
0:25.8	also,
0:28.3	so I left when OG got fouled and they reviewed it.
0:29.4	That was a foul.
	...

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