The Battle to Remain Bullish

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 9 September 2022

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 61 of The Compound and Friends, Brian Belski joins Michael Batnick and Downtown Josh Brown to discuss the earnings outlook, multiple compression, the labor market, odds of a recession, the next rate hike, permabears, and much more! This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com 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/disclosures/ Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I heard. I heard. Brian, where are you based, Alex?
0:05.2	It's great question. So you're not taking any
0:07.3	reservations for office here. And I have an office in New York.
0:11.4	But I'm, uh, this is New York. Yeah. Oh, you know, I'm sorry,
0:15.0	Toronto. Got it. Um, and then, um, I was BMO, one of BMO's
0:20.0	very first virtual employees, meaning when I came to BMO 10
0:24.4	years ago, they coded me as a virtual employee because I
0:26.6	lived in Minnesota because at the time I was marrying at kids
0:28.9	and shit like that and wanted to not move the kids again. So I
0:34.2	live in Florida. My, my US residents is Florida. Wow. Naples.
0:38.9	So I bought a place in Naples right at the top, right? February,
0:43.1	but I got, I got my interest rate right after Putin invaded.
0:46.0	Okay. So I'm not, I'm not, I'm not a, uh, fixed income guy.
0:49.7	I did the same thing. I just top ticked the Florida wheel.
0:52.2	Top ticked them real estate market, but I got a great, I got a
0:54.8	sub three 30 year fix. So I have a little bit of war
0:58.6	situation. I bought in November. And it's new construction.
1:04.1	So I'm not getting a mortgage until 2024. So I got it, my
1:10.2	place. I got it in my place. And it's ready October 1st.
1:13.7	Uh, so you're, you're almost then. You're good. You're good,
1:15.9	then. Yeah. You're good, then. And if this recession, I think
1:20.0	this common hits, you'll, you'll refile lower. Yep. That's
	...

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