The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 9 July 2024

⏱️ 92 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh Brown is joined by George Kurtz, founder, president and CEO of CrowdStrike for a wide-ranging discussion about cyber security, delivering for shareholders, the opportunities around AI, and more. Then, at 38:55 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Visit: https://go.ycharts.com/compound to learn more! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt 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: 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 meetings, complex portfolio management, and a drive to deepen client relationships.
0:16.4	WhyCharts has innovative tools that enhance your interactions and help you build stronger
0:21.8	relationships for improved experiences.
0:25.0	Basically, if you're sitting face to face with a client,
0:28.0	or you're on a Zoom, or whatever the case may be,
0:31.0	you should be armed with YCharts.
0:34.0	Unbelievable reporting, proposals tool, things that you can do to make your job easier,
0:40.1	make your clients happier.
0:41.8	That should be like the number one thing that crosses your mind
0:44.8	every Monday through Friday when you wake up.
0:47.2	If you've never tried YCharts professional before,
0:51.1	you can get 20% off your initial professional subscription when you start your free
0:57.2	Y-Charts trial today. Go to go.ycharts. com slash compound to learn more okay tonight's show really big
1:07.0	stuff we talked to George Kurtz George is the CEO president and co-founder of the hottest software stock in America. Crowd strike.
1:16.4	Stock is up about 50% on the year. Buy recommendations all over the place just got added
1:22.1	to the S&P 500.
1:23.8	George has been on the show a bunch of times.
1:25.9	I hope you've heard and seen him before.
1:29.7	He always really does such a great job explaining what's happening at the company
1:33.8	what's happening in software in general, cybersecurity. So that's a really great
1:38.2	conversation and then immediately following it's Michael Batnik, it's me, it's the breakout for high beta stocks versus
1:46.0	low volatility. We also take a look at the bank sector and why Michael is
	...

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