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The Compound and Friends

Six Lessons from Pandemic Summer, Josh's Vaccine Trade, What Are Your Thoughts with Michael Batnick

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 27 August 2020

⏱️ 59 minutes

🧾️ Download transcript

Summary

Josh spoke at the Riskalyze Fearless Week virtual conference and relayed the six biggest lessons he learned during Pandemic Summer. Some are business lessons and some are personal - but for Josh, business has always been personal. Plus, Michael Batnick returns for an all new edition of What Are Your Thoughts - Josh put a trade on he wants to be talked out of, Apple has added almost three quarters of a trillion dollars in market cap over 56 trading sessions, how to survive an investment idea you're too early to, why market crashes, recessions and recoveries speeding up makes sense and a lot more! Leave us a rating and review, they go a long way! 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

What did you learn during pandemic summer? What are the events that will stick with you forever?

0:07.5

What mistakes did you make? What were some of the great decisions you made that you're already proud of.

0:14.4

When your children or your grandchildren ask you about this period of time, what are the things

0:20.0

you think will stick with you? What lessons will you remember as being the big takeaways?

0:27.1

Earlier this month, I did a talk from my friends at Riskelize as part of their Fearless Week virtual conference.

0:35.0

I hate virtual conferences and I say no to 99% of them.

0:40.4

If I wouldn't sit through one, why would I want to speak at one?

0:45.0

But Aaron Klein and Dan Bolton didn't just stick me on a conference panel or propose another

0:50.7

fireside chat where I sit there and go through the last 20 years of my career.

0:55.6

Instead, they said, J.B. you could do whatever you want with your session. So I said, all right, no slides, no self-aggrandizment no bullshit. I had six things in mind.

1:09.9

I wanted to talk to the advisors who are going to be watching the session about six

1:15.8

lessons I learned during pandemic summer.

1:19.6

And I would speak from the heart and I wanted to say, you know, honestly say how I felt about

1:24.8

everything that's been going on. As you're listening to this I'm in Maine for the

1:29.4

first time with my family on a trip I've always wanted to take. We're going to end the summer with a

1:34.6

bang and a lobster or two. But I have an awesome show here for you. We're

1:40.0

starting with my entire talk that I gave it Fearless Week made public for the first time.

1:46.1

Six lessons I learned from Pandemic Summer.

1:49.4

And then Michael Batnett comes back, we get into a vaccine trade idea I had, some remarkable stuff about Apple's recent run,

1:57.6

how you can survive being way too early to an investment idea,

2:02.3

why Twitter follower accounts don't mean anything, and a lot more.

2:06.3

So let's do the disclaimer, we'll get right into it.

...

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