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The Compound and Friends

The New Kings of Wall Street

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 13 October 2023

⏱️ 81 minutes

🧾️ Download transcript

Summary

On episode 113 of The Compound and Friends, Michael Batnick is joined by Jan van Eck and Andrew Beer to discuss: the bond market, the national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, and much more! This episode is brought to you by iShares. To learn more about the iShares Semiconductor ETF (SOXX), visit: https://www.ishares.com/us/products/239705/ishares-semiconductor-etf 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Are these on yet?

0:01.0

These aren't on yet, right?

0:03.0

Oh, they are.

0:04.0

Hello?

0:05.0

I feel like I can't handle myself.

0:06.0

Eh, maybe I can.

0:07.0

Maybe I can't.

0:08.0

Maybe I can't.

0:09.0

All right, John, I'm on headphones on.

0:11.0

Andrew doesn't have headphones.

0:12.0

Nah.

0:15.0

John, are those right?

0:17.0

For Andrew?

0:18.0

Yes.

0:19.0

So, Andrew, you started.

0:22.0

Did you start in the business with Seth Clarkman?

0:24.0

Yeah.

0:25.0

Well, in the hedge fund.

0:26.0

After business school, I went to work for Seth Clarkman.

0:28.0

How'd you get that gig?

0:29.0

So, I was in my second year of business school.

0:32.0

And I was going down a private equity route.

...

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