This Is a Hitchcock Horror

The Compound and Friends

Josh Brown

Investing, Business, News, Business News

4.7 • 2.2K Ratings

🗓️ 7 October 2022

⏱️ 92 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 65 of The Compound and Friends, Nick Colas joins Michael Batnick and Downtown Josh Brown to discuss market volatility, thinking like an algo, the dollar, Tesla, sustaining vs disruptive innovation, the next big thing, and much more! Thanks to our friends at Kraneshares for sponsoring this episode. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com 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/disclosures/ Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Nick, are you a movie fan?
0:02.0	Uh, I, no, I haven't seen a movie in probably 20 years.
0:05.0	Got it. Really?
0:06.0	Yeah, I don't do movies, I don't do sports.
0:09.0	So you do markets?
0:10.0	I do markets.
0:12.0	I do markets, I do a bit of...
0:14.0	What, so what else keeps you busy? Reading?
0:16.0	Reading.
0:17.0	I remember you, you recommended a 1400-page book.
0:20.0	Yeah, the, the, um, the support.
0:22.0	So, I think Josh, I know he bought it.
0:24.0	I know he bought it and I saw his Instagram where he said he read it.
0:27.0	And then he tried it.
0:28.0	I don't know if he finished it.
0:29.0	I just finished Brian DeLong's book.
0:31.0	I'm gonna talk about that.
0:32.0	What is that?
0:33.0	Slouching Torchy Tobey.
0:34.0	A Brian is a triple Harvard, Berkeley, Econ professor.
0:38.0	It gets a lot of play for being a, you know, a dummy.
0:42.0	Yeah, exactly.
	...

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