Sip the Kool-Aid

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 2 July 2021

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's episode of The Compound & Friends, Michael Batnick, Dan McMurtrie, and Downtown Josh Brown discuss: Trillion Dollar Companies Market Expectations Value and Interest Rates Liquidity on the Decline Buffett and Munger The Wedding Boom Follow Michael: theirrelevantinvestor.com Follow Dan: twitter.com/SuperMugatu Follow Josh: thereformedbroker.com This episode is brought to you by Masterworks. Visit masterworks.io/compound to skip the 10,000 person waitlist. 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	between interest rates and the value premium.
0:03.1	That must have never happened to ever.
0:05.4	Well, as you know, I'm, you can see I'm long gold.
0:07.5	So, wait, did you bring a mustache for me, too?
0:10.4	Now that I'm not wearing a hat,
0:11.7	I feel the tight, I feel like beetle juiced.
0:15.1	So put your hat on.
0:16.8	Nah, I can't rock the hat with the turtle neck.
0:18.6	I'm just, cause that's ridiculous.
0:20.4	I'm just, I'm glad to know where you draw the line.
0:24.3	I'm just saying, I didn't, I didn't feel how small my heart was.
0:28.7	You can wear a fedora with this outfit, but.
0:30.6	Well, I can't wear a hat.
0:32.0	Yeah.
0:32.8	You can't rock, let's stop.
0:34.2	Or wear in the headphones.
0:35.0	So, it doesn't matter.
0:35.8	I went to the seller, two weeks ago, or whatever.
0:38.7	I told you, and the show wasn't great.
0:41.4	It's like a six.
0:42.1	It was on.
0:43.1	Nobody that I, nobody, I mean,
	...

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