Stock Shortage

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 7 February 2025

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income, earnings season, what it's like managing an ETF, and much more! This episode is sponsored by Themes ETFs. To learn more about their ETF offerings, visit: https://themesetfs.com/ 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	I'm not normally dressed this way.
0:02.4	You have any rooting interests in the game?
0:03.9	I do not.
0:04.5	Okay.
0:05.0	Are you not a sports fan?
0:05.9	Are you just not an Eagles or Chiefs fan?
0:07.2	I'm, I spend, I don't have a lot of time for a sports.
0:11.9	Good for you.
0:12.5	But, but I would probably be rooting for the Eagles against the judge.
0:15.8	You would?
0:16.6	Just because.
0:17.8	Geographically?
0:18.3	Just because... Geographically? Just because what? Well, first of all, we have an operation in Philadelphia.
0:22.3	Okay.
0:22.5	And they're a great goal and those are good guys on our high-ield side.
0:26.4	They were all rooting for the Eagles.
0:27.6	There are no good guys, Eagles fans.
0:29.0	I'm sorry.
0:29.4	Those are those are those.
0:29.9	I don't think.
0:33.3	This is so exciting.
0:35.1	So, uh, I have a lot of stuff in the doc about T.O. Price in general.
	...

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