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The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 28 July 2023

⏱️ 93 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 103 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets to discuss: value vs growth, JC's favorite charts right now, volatility strategies, US homeowner equity, a strategist short squeeze, Lionel Messi in Miami, and much more! Thanks to J.P. Morgan Asset Management for sponsoring this episode. To learn more about their ETF offerings, visit: www.jpmorganetfs.com 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	No, I just I have no I have no energy left after like everything's a reason so everything's a reason a drink
0:07.2	It's like oh, let's let's go on Jatski's drink. Let's go to the beach drink. Let's hang out by someone's pool
0:12.3	It's like I have no energy to do anything
0:15.3	Let's look at let's look at some charts. Well, yeah glass of wine make an exception for that
0:21.7	When you look at your charts, you pour glass of wine. I'm shooting like 87% in the field during the summer
0:26.7	Like stock market wise. I just drink an eight or some sort of yeah the summer is the right in the summer when my kids are away
0:34.4	No, but that's always an excuse
0:36.4	No, you're saying when my kids are away. It's even harder. Yeah, can I just tell you that I just had the like the best
0:41.8	I'm a cost of 17 courses me and Tom Lee down in the village. Well, it's called Geico
0:48.9	Ganko insurance company not Geico. Wait. What are you sure is Geico? What did you have 17 courses of what oh my
0:55.2	Cassie, so what is the sushi where the the sushi chef chooses and then I added a few more so it's like 20 songs wait for a long
1:02.3	17 courses, but like each one is a bite. Is this for a launching animal? Well, I have like problems
1:07.2	I have like real sushi problems. That's why I open an account with you guys because if not I would just spend all my money on
1:11.7	Rafa actually do have issues. Yeah, what's going with your wine? What is that third vintage? What is it really called ganko?
1:18.5	Geico. Yeah, ganko. That's it. Yeah, ganko ganko ganko oh my god. So I I prefer a ij
1:25.2	What is that? What is what are these lines? I can't say is that Mac day? How come you and I never get what is watch art?
1:30.2	It's a RSI and this is price. We always eat steaks when you and I are out. We never or Italian. We never get sushi
1:37.2	I didn't know you got that like that you get down what I don't know I don't do on the class. I eat three kinds of sushi
1:43.5	tuna salmon and spicy tuna
1:47.6	I'm not going. That's what I do. Tom Lee gets down dude. You don't want to really enjoy that. I'm not fun. He's a good
1:52.1	smart guy. Oh, I eat the one with the shrimp. Is that Ebby? Are you serious? Yeah, I can't even with this guy. That's what I do. Yeah, I can't with you. I have a lunch today
2:02.9	P.O. P.O. P.O. P.O. P.O. is great. Yeah. Yeah, the last time we hung out mine was better. We won the show in February
	...

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