The Tech Unwind

The Compound and Friends

Josh Brown

Business, News, Business News, Investing

4.7 • 2.2K Ratings

🗓️ 2 August 2024

⏱️ 99 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 152 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bryn Talkington of Requisite Capital Management and Athanasios Psarofagis of Bloomberg Intelligence to discuss: Fed day, the tech unwind, who is buying levered ETFs, nonfarm payroll, small caps, and much more! This episode is sponsored by Calamos. To learn more about the Calamos Alternative Nasdaq & Bond ETF, visit: https://www.calamos.com/funds/etf/calamos-alternative-nasdaq-and-bond-canq/ Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe 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	Everybody loose? Everybody excited?
0:02.0	Yes?
0:03.0	I mean, this is like a fun house for me in here.
0:05.0	Oh, you haven't been here yet?
0:07.0	So we had you on the show from Houston.
0:09.0	Yeah.
0:10.0	It just occurred to me. Okay.
0:12.0	What's the wealth, what's the wealth management business like in Houston? My
0:15.4	understanding is everything runs through the Fertita family and if you're not
0:20.0	in you're out. It's not like that? So we're actually in Dallas. I go back and forth between
0:25.2	Houston and Dallas, but requisites in Dallas. You know what? It is thriving. If you took the jump to be
0:30.7	independent, which we did seven years ago. It's like on Matrix, one of the best movies,
0:36.2	do you take the red pill or the blue pill? Yeah. I think the blue pill is where you... Where were you before you? You went independent?
0:42.8	I was at UBS for 2002 to 2017.
0:48.1	Yeah.
0:49.1	Oh wow.
0:50.1	Yeah, a long time.
0:51.1	And I was at Bear Stearns before that.
0:51.7	The wirehouses are still very powerful though in Dallas and in Houston.
0:55.6	Where were you before Microsoft?
0:56.8	We are, pre-occurset?
0:57.8	Oh, but a bunch.
	...

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