The Blue Chips of Junk

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 24 January 2025

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedge-fund fees, and much more! This episode is sponsored by KraneShares! To learn more about the KraneShares Man Buyout Beta Index ETF, visit: https://kraneshares.com/buyo 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	So how's life?
0:01.1	Good?
0:01.9	Good.
0:02.5	Yeah.
0:04.1	What's going on?
0:05.2	Rock and roll.
0:05.8	I'm going to get sure.
0:06.6	Me, slide down.
0:08.5	Here.
0:09.5	What's the latest?
0:11.0	What are you up to?
0:11.9	Working on some new stuff coming out.
0:15.6	Are you all work, no play?
0:17.3	Oh, no play?
0:18.5	He's all play no work.
0:21.1	So we saw we, the Royal Way, Open AI just dropped something big an hour ago.
0:29.8	John, show the screen.
0:32.0	So the killer use case, the app for crypto is here.
0:34.5	Oh, no, not crypto.
0:35.3	For AI, it's here.
0:37.1	What do you mean, the killer use case? Check it out. Oh, no, not crypto. For AI. It's here. What do you mean? The killer use case.
0:38.9	Check it out.
	...

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