Tom Lee to the Rescue

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 7 March 2025

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla’s crash, Tom’s “Granny Shots” stock picks, and much more! This episode is sponsored by Cambria. Visit cambriafunds.com/351 to take the next step in innovative, tax-savvy investing today. Sign up for a free trial of Fundstrat at: http://fundstrat.com/tom 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	So I had a realization today that Stephanie Link is the most powerful person on Wall Street.
0:06.0	So I walk into the Rainbow Room, Mike. And Stephanie has what looks like the green room for our
0:13.4	podcast, basically. Here's who's there. Karen Fenerman, Shannon Sikosha, and Bryn are on stage with Stephanie. In the back, Dan Greenhouse, Dan Ives, Tom Lee, me, Jason Trener, Jason Snipe. Who else was there? Who am I missing?
0:34.0	Bill Baruch. Bill Baruch.
0:38.1	The C-IBC, the Belski.
0:41.6	Belski's there.
0:42.6	Oh, Alice Cantowitz is there.
0:44.4	I'm like, what is going on?
0:46.0	Who was in the audience?
0:47.5	There was an audience.
0:48.3	It was just like everybody from CNBC.
0:50.3	Just kidding.
0:51.7	It's like 100 financial advisors that work at Hightower.
0:56.3	Okay.
0:57.0	And so I meet Stephanie's father, who I've met before, and he's a financial advisor.
1:03.6	He's at Morgan Stanley.
1:05.1	So I said, this is unbelievable.
1:08.4	I can't believe like she threw this event.
1:12.0	And he's like, well, she does this every year. Like, oh, all right. I can't believe like she threw this event. And he's like,
1:15.9	well, she does this every year. I'm like, oh, all right. I haven't been invited until now.
1:21.5	I didn't know this was a regular thing. I think it was normally at the New York Palace.
1:26.1	Okay. And then this year they moved it to the Rainbow Room. I was just very impressed.
	...

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