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The Compound and Friends

Turbulence Ahead

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.72.2K Ratings

🗓️ 11 February 2022

⏱️ 85 minutes

🧾️ Download transcript

Summary

On episode 33 of The Compound & Friends, Michael Batnick, Tony Dwyer, and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds, corporate credit, Bitfinex crypto heist, bonus season on Wall Street, Super Bowl picks, and much more! This episode is brought to you by Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. 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/ 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

He's the only Wall Street. He's the only traditional Wall Street guy. All right, that's got to be a talker at $100,000 that just answered

0:06.4

Yeah, as usual Josh with the answer, you know

0:11.8

Awesome, dude, I'll do it. I'll say it's gonna double

0:16.1

Oh, these are new. I don't even get out of bed for a triple. I like these. Chewbacca

0:22.4

Uh, I'm not watching Bubba Fett by the way. Really? Time for it. Is it good? Are you a Star Wars fan? Yes, of course I'm a Star Wars fan

0:28.2

Kill yourself

0:31.7

You guys see the Reacher have you looked at what is that Jack Richard? That's a new series. I'm prime

0:38.0

So is it related to the Tom Cruise Reacher? Yeah, it's based on the same books

0:42.5

But those are better for the book. It's like a big hokey guy like in the book

0:46.8

I looked at the guy and I'm violent. I'm not yeah. Yeah. I'm not. Yeah. Okay. I'm not he's I was saying myself

0:52.2

There's no way I'm watching this. This is so hokey. Yeah, and I got it was good first one. I was like that's I'm is okay

0:57.7

I didn't show I didn't show

0:59.7

I did it one day

1:02.6

Well, if you're a fan of

1:04.8

Star Wars, then you have to watch it. It's actually really good. Okay. It's very good. I know more. I will

1:10.0

Do you know who made it? It's Robert Rodriguez. Do you know who he is? Bob. Yeah, he did Desperado dude

1:15.5

He's kind of the best author is of our lifetime. I know. I know. So this is his series

1:20.0

It's like he also did off from dust. Hold on. I think he's sure there. Yeah, you sure there

1:25.0

That movie was as great as a 11-year-old seeing that movie

1:28.4

How old was that when that came out?

1:31.0

I don't know, but I saw I saw 11 I saw once upon a time in Mexico in the same theater as Rudy Giuliani and his daughter

1:40.8

And it is the most disgusting violent movie. I remember sitting there with my dad. No, it's not

...

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