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The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 14 February 2024

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Join Josh Brown and Michael Batnick 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: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, and more! (Keep listening at the end for a special bonus outtake.) Thanks to KraneShares for sponsoring this episode. KraneShares just launched two defined outcome ETFs off KWEB. Learn more by Visiting: https://kraneshares.com/kraneshares-launches-defined-outcome-etfs-tickers-kpro-kbuf-for-china-internet-exposure-on-the-new-york-stock-exchange/ 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 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 what happened to all the bankruptcies and what happened to the banking issues
0:16.2	that we were so worried about a year ago and a lot of things that seemed like they
0:20.0	were going to be really bad and then just kind of went away.
0:23.4	We're going to look at YouTube's pay TV subsidiary,
0:27.6	which apparently is on fire.
0:29.6	We've got some stuff about buybacks, which is a topic
0:32.0	we haven't talked about for a while.
0:33.8	Buybacks are going to be a bigger part of the investing story this year after taking
0:38.8	last year off let's say.
0:41.0	A little bit of an update on earning season, some stuff on the
0:44.2	C. P. I report and how the bond market reacted. And you know a lot of
0:48.9	silliness that's been going on, especially in growth companies,
0:53.6	NASDAQ stocks over the last couple of weeks.
0:56.0	I feel as though some sort of a fever pitch
0:59.4	has been hit or struck.
1:01.1	I'm not sure how that turn how that turn a phrase goes, but we've hit some sort of a fever pitch.
1:06.7	It's probably the way I would put it.
1:08.1	And it's not in a great way, and I want to be as circumspect as possible here at a moment like this
1:16.1	because A I recognize it could get even sillier and B it's possible to say
1:21.9	short-term there's way too much enthusiasm but that doesn't
1:26.4	necessarily mean a crash has to be the result so I'm I'm trying to be as even killed as I can.
1:33.7	But Michael and I get into that stuff.
	...

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