The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings

The Compound and Friends

Josh Brown

Business, News, Business News, Investing

4.7 • 2.2K Ratings

🗓️ 27 August 2024

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manager Dan Loeb’s recent comments about Apple, an all-new make the case, mystery chart, and more! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/WAYT to learn more! Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. See https://public.com/#disclosures-main for more information. 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

Click on a timestamp to play from that location

0:00.0	Ladies and gentlemen welcome to the compound and friends tonight show is brought to you by public more on public in a moment tonight Michael Bannick and I have an all new addition of what are your thoughts. We take a look at what happens
0:14.0	typically after the first interest rate cut of a cycle and we're going to walk
0:20.3	you through the data, we're going to walk you through some of the scenarios that you want to start
0:23.8	thinking about. We also preview the invidia earnings report. This is
0:27.9	happening Wednesday night of this week, one of the most anticipated events
0:32.3	of the year. We talked through one of the most anticipated events of the year.
0:33.6	We talked through some of the subplots,
0:36.1	some of the data that people will be looking for,
0:38.2	some of the story lines.
0:39.8	And we also take a look at Dan Lobe buying 400 million dollars worth of Apple stock and proclaiming
0:46.9	Apple to be ultimately the winner of Consumer AI, which is actually something that I agree with.
0:55.4	We take a look at the blow-up in icons, IEP vehicle, and there's just, there's so much here.
1:01.8	I don't want to take up any more of your time. I do want to tell you we appreciate you so much
1:07.6	We love your reviews. We love your ratings. Please keep those coming if you're enjoying show, what better way than to tell the world
1:15.6	by going on the podcast app of your choice and recommending us. All right, that's it from me.
1:21.1	I will send you over to the show right now.
1:23.0	Now.
1:24.0	Now.
1:25.0	Welcome to The Compound and Friends.
1:30.0	All opinions expressed by Josh Brown, Michael
1:34.7	Batnick and their castmates are solely their own opinions and do not reflect the
1:38.4	opinion of Red Holt's wealth management. This podcast is for informational
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.