We Just Might Pull This Off

The Compound and Friends

Josh Brown

Investing, Business, News, Business News

4.7 • 2.2K Ratings

🗓️ 13 January 2023

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 76 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox to discuss the latest CPI data, why Michael's feeling a little bullish, calling the Fed's bluff, chances of a soft landing, retail investor sentiment, and much more! This episode is sponsored by Composer. To learn more, visit https://bit.ly/compoundandfriends 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	So, Cali this morning, I was saying to Ben when future sold off, it's like,
0:04.5	well, this is how the market works. Everybody, when the wage data came out last Friday,
0:09.2	everybody got well. It's like me too. And then we ran into the CPI report,
0:13.8	because it was going to be, and then we buy the rumor and sell the news.
0:16.8	Yeah, exactly. That's Taylor's oldest time, right?
0:19.1	But the news is not exactly getting sold, so we'll see. We'll see. We'll hang it in there.
0:23.0	There's just, Ben and I were talking about this this week. What's the next
0:26.0	night of Cali's? He's got to wear rings. Yeah. That's it.
0:29.0	For me, I think it's earnings, but I actually think we're being too pessimistic about it. So,
0:33.7	it's all about less bad versus bad expectations. Let's cut, let's cut all the nonsense.
0:40.0	Sandbank been free and has a substack. Yeah, I subscribed.
0:44.4	It's only $29.99 a month. So he tweeted out a link to his substack, and
0:52.1	he's like doing, he's doing content. He's in the content game. Yeah.
0:55.1	So I read, I read like it for like five minutes. I was like, what am I doing?
0:58.2	I read the whole thing. I don't, I stopped at five minutes. I couldn't, I couldn't take it.
1:01.6	You're better than me. This is the, this is the most
1:04.2	delusional person. It's delusion of all time. It's delusion.
1:07.5	You can't, you can't get into somebody's brain, but I think he's delusional.
1:11.0	Yeah, he just spent two weeks in a, in a Bohemian prison.
1:16.4	Like that would draw, that would make anybody lose, anybody normal would lose.
1:20.4	I'm not dying on this hill, but I think he believes what he's saying.
1:25.2	I think his hand, his, there's, there's a lot of screws loose.
	...

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