Shocking Housing Market With Logan Mohtashami, Buy and Hold vs Technicals, Merrill's Recruiting Drive

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 13 December 2023

⏱️ 99 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode of TCAF Tuesday, Josh Brown is joined by Logan Mohtashami to discuss the housing market. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: tech spending, 2024 recession odds, shorting Tesla, financials breaking out, and much more! Thanks to YCharts for sponsoring this episode! Secure a copy of "The Top 23 Charts of 2023" deck and remember, get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only): https://go.ycharts.com/the-top-23-charts-of-2023?utm_source=WAYT 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	Ladies and gentlemen welcome to the compound and friends.
0:02.8	So excited to tell you about something that our friends at YCharts have put together.
0:08.4	They do their final research piece of the year every December. It's the top charts this year the
0:14.6	top 23 charts of 2023. It is a curated slide deck capturing the essence of the
0:22.3	year gone by, the highs, the lows, everything
0:25.5	that happened, all kinds of market and economic storylines, key visuals, they brought in some
0:32.3	other industry thought leaders to add to the mix here and I think it's something that you're probably going to want to check out.
0:40.0	So you can go to the show notes, you can click the link to get your free copy of the top 23
0:46.6	charts of 2023 courtesy of Y charts.
0:49.8	And remember, you get 20% off your initial YCharts Professional Subscription when you start today.
0:58.5	So all you have to do is tell them that you were sent here by What Are Your Thoughts, our YouTube show where
1:04.8	we use all these YCharts visuals and you can save 20%.
1:10.3	Okay, tonight's show, good friend of mine, really, really bright and really fun to hang with
1:16.8	Logan Motishami. Logan is a housing market analyst for Housing Wire. He does a podcast, he's a blogger. and homes and I got to ask him a whole bunch of fun questions about the year that was and what
1:36.0	his outlook is for 2024.
1:38.6	So you're going to have a lot of fun with that conversation and then immediately following.
1:42.1	It's Michael Batnik, it's me, it's what are your thoughts? We talk
1:45.2	about buy and hold versus technical analysis. We talk about tech stocks and the amount of
1:51.0	CAPEX that S&P 500 companies are currently deploying.
1:56.7	We're talking about Merrill Lynch, which is, I don't want to use the word desperate,
2:01.8	but it seems like they are really, I'll say that, I think they're
2:07.5	desperate for new advisors to join the firm.
	...

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