Sentiment Rally

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 3 February 2023

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 79 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Hsu to discuss the latest FOMC meeting, the Chinese market, hard vs soft data, the housing market, earnings for Apple, Amazon, and Google, the Adani rout, and much more! This episode is sponsored by Kraneshares. Visit https://chinalastnight.com for a daily recap of China’s equity, fixed income, and currency markets. 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	We surprised by the meta-reaction.
0:02.4	Oh, yeah.
0:03.2	Who are?
0:03.7	I was so.
0:04.9	Up 18% at the open?
0:07.2	It almost seemed calculated to give everybody
0:11.4	exactly what they wanted.
0:13.1	Like everyone that's been criticizing the company,
0:15.6	they gave it all to you.
0:17.2	Expense reduction, buyback, discipline, what do they say?
0:22.4	This is the year of efficiency.
0:24.2	It's like everything that everyone was yelling at them
0:26.2	about when they got it.
0:28.8	How are you feeling, sir?
0:30.6	Good.
0:31.5	Good.
0:32.5	I'm just looking forward to these earnings.
0:39.5	Michael.
0:40.0	Hey, baby.
0:40.5	Good to see you, Jason.
0:41.8	See you.
0:42.7	When was the last time you were on here?
	...

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