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The Compound and Friends

Zombieland

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 3 June 2022

⏱️ 101 minutes

🧾️ Download transcript

Summary

On episode 49 of The Compound and Friends, Jason Hsu, Michael Batnick and Downtown Josh Brown discuss inflation, unemployment, interest rates, corporate zombies, the Chinese economy, housing, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Use promo code ONEYEAR for 25% off the latest in financial blogger fashion at: https://www.idontshop.com. Sale ends 6/5/22. 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

It was the biggest art heist in American history the gardener museum the gardener

0:07.9

Right, yeah, because someone just walked in cut out of the paintings and walked down

0:12.3

There's what the Thomas they got Thomas Crown affair was based on this

0:15.2

Yeah, I think it was somebody dressed in like a maintenance

0:18.8

Uniform or something documentary about this. It's real. Yeah, but still unsolved case and they don't ever solve it

0:23.7

Because the last person connected to it died like last year

0:26.8

But what happens to the art doesn't no one knows

0:29.4

So you can never it can never be it can never be sold right right right like literally some guy has to be sitting

0:36.4

I have these but I can never ever

0:38.6

You have to believe it's some like drug lord or bond villain

0:42.5

It's like on their living room wall and nobody ever sees it. It's in Bill grosses arcade

0:51.4

So I might buy TR got the clothes

0:54.4

My doing is that triple arc. No, it's only double. They don't have the triple

0:57.5

I would but it's T one year use margin and do quadruple arc

1:01.4

Well, I actually might buy T arc and margin why what's your thesis

1:05.1

Mean reverse it's going higher. It's not going higher. Well, I'm in a for like maybe like a week

1:10.1

Or stopped out after a day. We'll say I might I might short your

1:14.9

I'm sure you're trading by S arc. So you're gonna be

1:17.6

S arc by S arc. I'll buy the tea. No, I fundamentally don't believe in

1:22.1

Uh, shorting individual managers

1:24.8

Well, I believe in and buying them on margin, so

1:29.1

All right. All right. What do we do Jason headphones? All right the reason for the headphones is that so you can hear what the show sounds like

...

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