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The Compound and Friends

Josh Brown

Investing, Business, News, Business News

4.7 • 2.2K Ratings

🗓️ 11 August 2023

⏱️ 95 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 105 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: Bob's time running money at Bridgewater, CPI, global macro, the labor market, why hedge funds are typically bearish, and much more! Thanks to Xtrackers by DWS for sponsoring this episode. Learn more about their range of ETFs at: https://etf.dws.com/en-us/etf-products. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com 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. Wealthcast Media, 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	Oh my god, no, he wants it. He wants it. He wants it. He wants it. He wants it. There's no way.
0:07.2	What's his special order with the logo and everything? Yeah, real.
0:10.6	If Michael's in his speedo, I'm calling the police.
0:13.4	Riddles, banana hammocks. It's not happening.
0:16.6	An animal spirit speedo.
0:18.2	I'll literally call the police. All right. Where is his kid?
0:22.0	So I gave her Starbucks, Alphabet, along in the Dow.
0:28.2	Oh, Starbucks, that's a good one.
0:30.2	And then they need to add an energy company.
0:34.2	Put X on back in. Put X on back or put conical Phillips or something.
0:39.2	What about a Phillips 60?
0:40.2	And then they need to take out IBM, take out Intel.
0:44.2	I'm all right.
0:46.2	Good enough.
0:49.2	A plan, right?
0:51.2	Right? It's a Bob.
0:53.2	Very confident. Very confident.
0:55.2	Very confident. Very confident.
0:57.2	Stop it when done.
0:59.2	You've got some head of hair.
1:01.2	Thank you. I don't have many regimen qualities.
1:03.2	But I do have a nice set of hair.
	...

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