That Wasn't the Bottom

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 7 April 2023

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 87 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tony Dwyer to discuss how long an inverted yield curve can last, the unemployment rate and recession, bank lending standards, the Fed, commercial real estate, AI, and much more! Thanks to Birddogs for sponsoring this episode! Enter promo code "COMPOUND" and get a free Yeti style tumbler with every order: https://www.birddogs.com/collections/pants?utm_source=youtube&utm_medium=influencer&utm_campaign=compoundshowandfriends 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. Wealthcast Media, 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 trying to remember which one I got it for the last time I was on which turned out to be a pretty good
0:04.8	That was a pretty good timing one because not everybody was worried like we
0:11.9	I'm so you were a bearish before a lot of people were yeah, I'm so pissed
0:15.9	I last week we had on Yuri and Timmer and
0:19.0	The day before you came on I listened to him. He was on a year ago and
0:24.0	I put I made a note for myself to listen to the episode with you and I forgot so this was this
0:30.0	was in February
0:32.0	And things were the market peaked in January
0:35.0	The last time I was on it was February yeah, it was February 11
0:38.0	I think that did title was turbulence ahead. Let's go. Yeah, so the market peaked josh is this so the last time
0:46.9	Tony was on I meant I forgot to listen to the podcast to relist into it. He was on February 11th the market
0:52.2	My birthday by the way happy birthday
0:55.5	2022 the market peaked like five weeks prior, but nobody was that
0:59.6	Concerned to five remember. I mean there was already showed that was but like our career had already
1:03.7	Exploded and there was a lot of other stuff was but the title of the episode was turbulence ahead. Yeah, well Tony was right
1:10.5	So Tony was right. I don't listen to him. I'm a faded them. I went the other way. No, are you?
1:17.5	Never never I'm not putting my head on me. Tony's wire in my life
1:22.4	You're the first then
1:25.8	We all get faded. Oh my god. It's our job man. I used to have a fade list
1:30.3	Way way back in the day
1:33.3	I had a I had an interesting do you remember how
1:36.9	Uncanny the Gartman indicator was it was almost like the market forced him out of point Dennis
	...

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