The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 3 December 2024

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh Brown is joined by Jim Bianco, President and Macro Strategist at Bianco Research to discuss: the bond market, if Bitcoin could actually reach $13 million, the Fed's political dimension, and more! Then, at 39:45 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by YCharts! Visit: https://go.ycharts.com/compound and and get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them we sent you (new customers only). WAYT survey: https://www.surveymonkey.com/r/ZH7WNM7 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	Ladies and gentlemen, welcome to the compound and friends.
0:03.5	Tonight's show is sponsored by Y Charts.
0:05.4	Click the link in the show notes to explore why Y Charts is the go-to platform and get 20%
0:12.2	off your initial Y-charts professional subscription when you start your free trial and tell
0:18.7	them we sent you.
0:19.6	New customers only go to go.
0:22.1	Ycharts.com slash compound. All right, guys, it's a big show. I'm talking to my friend Jim
0:28.1	Bianco of Bianco Research. Jim is a portfolio manager. He is a research maven. He is an expert on the Fed
0:37.4	and Defi and markets and bubbles and all sorts of
0:41.8	great stuff. And I wanted to get Jim's take on some of the recent headlines. I asked him about
0:46.6	micro strategy. I asked him about whether or not Jay Powell has to worry about being forcibly removed from his post and so much other good
0:56.5	stuff. And then right after that, it's an all new edition of what are your thoughts with myself
1:00.7	and Michael Batnik. As always, we talk a little bit about the Santa Claus rally slash catch-up
1:06.7	trade that looks likely isn't definitely happening, but we think it might. We also unveil for
1:14.0	the first time ever the D-Gen Dow. These are the 30 craziest stocks in the market. We created an
1:20.5	index. We equal-weighted them. You're definitely going to want to hear more about that. Plus,
1:25.2	a heartfelt tribute to Art Cashen, who sadly passed away
1:30.4	this week. Art made it to 83 years old. He is a national treasure, a living legend, a presence
1:38.4	on the New York Stock Exchange since 1959. And Michael wanted to say a few words. All right, it's a big show.
1:45.4	Thank you guys so much for listening.
1:47.1	Hope you enjoy.
1:48.2	And if you do, please leave us a waiting and review.
	...

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