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The Compound and Friends

The Bet

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 16 June 2023

⏱️ 84 minutes

🧾️ Download transcript

Summary

On episode 97 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ted Seides and Shana Sissel to discuss the FOMC meeting, how investors are using alternatives these days, the venture capital market, what's going on at Goldman Sachs, the Vision Fund's $32 billion loss, quiet luxury, and much more! Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares on Animals Spirits: Talk Your Book next week. For more information on KLIP, visit: https://kraneshares.com/klip/ 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

So last week we were here when I can hear you when it was orange outside so the purpose the purpose of this on your

0:05.9

Broadcaster so that you can hear yourself actually. Oh, it's that you can use it. Yeah, because if you go away from the

0:12.3

mic, you'll hear that you're failing. Oh, so I want to get your guys take on this. You guys are probably frequent

0:20.6

your inbox to probably fall off and

0:23.5

If somebody sends you an email and wants to set up a meeting and then

0:28.1

Proposes a time that's like three weeks out. Are you impressed or turned off?

0:32.7

Like are you like because my it's like such a chance. You're not you're not that busy. I'm not impressed

0:39.3

Is it a meeting that I want to take like did I watch this in general?

0:43.2

If somebody reaches out to you and just set up a meeting they put out like three weeks. I think it's really smart because I tell people

0:50.1

I am always free three weeks from now interesting, but you look at my calendar

0:54.5

There's never any time in the next three weeks ever not to brag. Okay. Okay. Yeah. It's been that way for like 20 years

0:59.9

It's just it's easy to fill up your days. Okay. I'm not Warren Buffett. So I have the opposite

1:07.0

I don't think I hear myself actually

1:09.3

Somebody sent me an email the other day like let's fix that a connection and the guy was like I could talk at 315

1:15.5

And I was like that's the sign of somebody who's busy like let's go

1:19.5

I got like I want to I want to do it quickly really great

1:22.2

I mean guy the guy was like I'm back to back to back to back to back to back now

1:25.0

It's only 15 minutes so I need I mean how how long do you need for an intro you know? Yeah, I literally could never do that

1:29.9

Like my day is never got anything. It's either packed full or wide open and I'm like I you're a three weeks out person to yeah

1:37.4

Well, the other the bigger question is

1:40.5

If today you don't want to talk to that person and then you say oh, yeah, like I can do it in three weeks

1:46.3

You know, that's like classic time management 101 if if it's not hella yet now don't take the meeting in three weeks

...

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