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The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 19 July 2024

⏱️ 92 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 150 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn, ETF and Technical Strategist at Strategas, to discuss: small cap stocks, the odds of tech stocks faltering, semiconductors, cash off the sidelines, thematic ETFs, Trump economics, and much more! This episode is sponsored by STF Management. Learn more about the STF Tactical Growth and Income (TUGN) ETF at: https://stfm.com/etf/tugn/ 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: https://www.linkedin.com/company/the-compound-media/ 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	Do you play croquet?
0:02.0	Not often.
0:03.0	Okay.
0:04.0	Not often.
0:05.0	Should I start?
0:07.0	I mean I'm happy to get involved.
0:12.0	That's the... Is it going to be the next pickleball?
0:14.0	No, very antiquated.
0:17.4	Nobody's playing that game.
0:19.4	You know what I'm seeing?
0:20.0	I'm seeing more bochee though, places I go.
0:22.4	You know what I'm saying? I just found out
0:24.0	I'm going to foot fighters tomorrow. They're out of the field. They just got reined
0:29.3	out last night. I think they got rescheduled for tomorrow.
0:33.0	Or is there another one tomorrow?
0:34.0	They're running the concert back tomorrow?
0:36.0	I don't know.
0:37.0	I just found it.
0:38.0	I just got a text message. Don't want to see.
0:40.0	I don't know.
0:41.0	I just got the text. So Adam was there last night and there were thunderstorms.
0:43.9	It was bad. It was really bad. They were like rolling thunderstorms and they can't, they
	...

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