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The Compound and Friends

Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.81.9K Ratings

🗓️ 1 October 2024

⏱️ 107 minutes

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Sam Stovall, Chief Investment Strategist of CFRA Research for a live Q&A! Then, at 41:53, hear an all-new episode of What Are Your Thoughts! This episode is sponsored by KraneShares and Public. . Visit: http://public.com/compound and discover how you can lock in a 6+% yield until 2028. . Visit: https://kraneshares.com/ to learn more about their innovative investment solutions tailored to three key pillars: China, Climate, and Uncorrelated Assets. 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: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See public.com/disclosures/fee-schedule   Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions. Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated here: public.com/disclosures/fixed-income-disclosure and here: public.com/disclosures/apex-fractional-bond-disclosure. See public.com/disclosures/bond-account to learn more. 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

Ladies and gentlemen welcome to the compound and friends tonight show is sponsored by our friends at

0:06.6

crane shares visit queen shares dot com to get up to speed on what's very rapidly becoming one of the hottest investment themes in the world,

0:16.1

the Chinese stock market, just absolute blistering returns.

0:21.1

Lately, it's been a tough few years to be an investor in anything related to China

0:25.8

That seems to be turning around and if you want to learn more about all of the risks and potential upside

0:35.6

Involved with the Chinese equity market in my opinion there is no better place to learn more than to visit queen shares.com.

0:40.1

Okay I want to tell you right up front, this is an action-packed show.

0:46.1

We went absolutely crazy on what are your thoughts.

0:50.2

We got into tons of data on the wealth that's been generated in the markets since the end of the pandemic.

0:58.4

We took a deep dive into Gen Z investors thanks to a new research report from the J.P. Morgan Chase Institute.

1:06.0

Michael did a Meta versus Apple segment that I thought was really good as well.

1:12.0

We celebrate $10 trillion in the E.T.F. market, which was a

1:16.4

milestone we just hit, I think, last week. And we took a look at the new Wall Street Journal profile of one of the best hedge funds in the world,

1:25.7

Millennium. And there's not a lot of information coming out of Millennium on a regular basis.

1:31.2

So Greg Zuckerman's piece was really interesting to to read okay I

1:35.9

I think did Greg did that I don't know do that all right I want to send you right there

1:40.4

I don't want to spend any more time thanks so much to the crew who

1:44.2

helps us produce this show each week they don't get as much credit as they

1:49.0

deserve we are absolutely on fire from a content perspective.

1:53.7

Last week's, the compound and friends with Tom Lee

1:57.1

is now approaching 200,000 views.

2:00.7

And that's not just, hey, let's have Tom Lee come over and chat.

...

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