Stephanie Link's Favorite Stocks

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 31 May 2024

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 144 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Link, CIO and Head of Investment Solutions at Hightower Advisors, to discuss: what it's like to work with Jim Cramer, signs of a top in Nvidia, other ways to invest in AI, the Fed, the housing market, and much more! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more! Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe 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. 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/ A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So Steph, we ran in the J.P. Morgan Corporate Challenge last night at Central Park.
0:05.5	Oh, you and Jim Leaventhall?
0:07.2	Oh, did he? I didn't see him there. He was probably way ahead of me.
0:11.0	So we had 20 runners and we came in 197 globally out of
0:20.0	1700 companies that ran all over the world.
0:23.2	That's awesome.
0:24.0	Yeah.
0:25.0	And it's night two tonight so we might get pushed back a little bit,
0:28.3	but for night one that was our,
0:30.3	we were ranked 109 local New York.
0:33.0	That's sick, right?
0:35.0	I have psychopats here.
0:37.0	I was going to say really good, again, everybody isn't even really good shape.
0:40.0	Yeah, Duncan, what was your time?
0:41.0	You were like, were you like number seven or eight for the team
0:44.3	no I think I'm last I looked I was in like five you were five
0:47.4	yeah congratulations
0:48.8	holy cow so fellow runners so my Michael ran it in 37 minutes.
0:54.6	I ran it in 41.
0:55.8	Wait, Stephanie, you don't have the background here.
0:58.2	Josh was talking a lot of shit.
1:02.2	The shit I was talking was you said I couldn't run it. I could
	...

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