Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 8 October 2024

⏱️ 108 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levchin is important to watch and Accenture as a "picks and shovels" play for investing in AI. Then, at 44:47, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today! 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

Click on a timestamp to play from that location

0:00.0	Ladies and gentlemen welcome to the compound and friends tonight's show is brought to you by rocket money
0:06.9	Rocket money is a personal finance app that helps find and cancel your unwanted subscriptions
0:12.8	also monitors your spending, and helps lower your bills
0:16.7	so you can grow your savings.
0:18.3	Rocket Money has saved over 5 million users a total of five hundred million dollars in cancel
0:26.8	subscriptions stop wasting money on things you don't use cancel
0:30.7	unwanted subscriptions by checking out rocket money.com
0:35.0	slash compound tonight's show is double-decker. I don't know how else to put it.
0:40.0	We have Dan Dolev up first. We talked about some of the most exciting stories in FinTech
0:45.8	Dan's got a coverage universe that ranges for it's a huge list of names
0:51.3	It ranges from Visa and MasterCard, which we get into, to PayPal, a firm in the buy now pay later companies.
0:59.7	He does Square, he does Coinbase.
1:01.9	They're all in his realm, and we chopped it up on a few important stories.
1:08.7	You definitely don't want to miss that.
1:10.3	Dan is really good, and he's got great stories to tell.
1:15.0	Then it's another all new edition of what are your thoughts?
1:18.0	It's Michael Bannick and myself.
1:20.0	And first things first, we had to get to that big reaction in the bond and stock market on Friday
1:27.3	when the Bureau of Labor Statistics report came out for September non-farn payrolls. It was a huge upside surprise.
1:34.4	So we're going to walk you through the reactions and what we thought was notable.
1:38.1	We're also going to do some stuff on high-income investments,
1:41.8	and we will get into Tesla's Robotaxi Day and a whole lot more.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.