The Game Has Changed

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 2 December 2022

⏱️ 85 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 72 of The Compound and Friends, Jeff deGraaf joins Michael Batnick and Downtown Josh Brown to discuss trend following, valuation techniques, the dollar's impact on the S&P, the cooling housing market, stocks vs bonds, the yield curve, and much more! Get your ticket to The Compound x On The Tape present: Fan Appreciation Night at the Nasdaq MarketSite! All money raised goes directly to No Kid Hungry, a nonprofit on a mission to end childhood hunger. Today's podcast is sponsored by Composer. Visit https://www.composer.trade/opus to learn more, and see important disclosures at https://www.composer.trade/brochure. 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/ 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	That's the real thing, giving one second, all right, we're okay.
0:04.1	Jeff, were you based out of?
0:05.4	I live in Connecticut, and now I'm based out of Connecticut.
0:08.3	So we were in the union square, we were just right down the,
0:11.0	well, we still were office, but we never go in.
0:14.3	You ever coming back?
0:16.0	No, no, yeah, no reason.
0:17.9	All right, I need you guys opinion on something
0:19.7	that's been a bother in me all week.
0:21.6	Do it.
0:24.3	So this is a financial influence or problem.
0:28.6	So there's these guys earn your leisure.
0:31.5	Michael knows who they are.
0:32.8	They're like insanely popular and influential amongst
0:38.0	like the new generation of investors who've come along.
0:42.4	So they're like millions of followers on YouTube,
0:45.8	on Instagram, and I'd become friendly with them.
0:49.0	They had this massive event at Madison Square Garden,
0:51.9	you know about this.
0:53.0	They had this massive event at Madison Square Garden
0:55.0	last weekend.
0:56.3	It was on Sunday night, like the Hulu theater,
	...

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