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The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 11 July 2023

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: inflation, consumer sentiment, IPOs, big tech dominance, and much more! Thanks to Public for sponsoring this episode! Visit https://public.com/compound for more information on how to earn 5+% interest with a treasury account on public. 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	Welcome to the compound and friends today's episode and all new addition of what are your thoughts with myself downtown Josh Brown and my co-host Michael Batnik.
0:09.7	We get into a lot of stuff about earnings on this particular episode.
0:14.2	This is the start of earnings season for the second quarter.
0:18.2	This is expected to be the third consecutive quarter of year over year, negative earnings last quarter.
0:27.0	The earnings expectations were low.
0:30.0	But US companies found levers to pull.
0:33.2	They exceeded those expectations and the stock market proceeded to go on a rampage to the upside.
0:40.2	I don't know that that will definitely be the case this time.
0:43.2	But we preview some of the stuff that you're just going to want to be aware of as these reports start to come out at the end of this week.
0:51.3	We also look at the IPO market.
0:53.3	We look at a whole bunch of fun stuff.
0:56.1	Hope you guys enjoy it.
0:57.1	Thanks so much for listening and with that I'll have my engineer John take it away.
1:06.4	Thanks for listening to what are your thoughts?
1:08.4	All opinions expressed by Michael Batnik and Josh Brown are solely their own opinion and do not reflect the opinion of Ridholds wealth management.
1:15.5	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
1:20.9	Clients of Ridholds wealth management may maintain positions in the securities discussed in this podcast.
1:27.3	All right gangsters.
1:36.3	You see who's in the chat tonight Michael Skyros is here.
1:41.5	MD is here Jay Luther Rodgers here Sean is here the whole gang.
1:47.3	We love when you guys come out for the live.
1:49.3	Thank you Bob Sakamano. How are you my friend Midwest cooking is here Midwest cannabis.
	...

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