The Year Everyone Got Wrong

Aug 18, 2023

Experts' predictions of a recession were proven wrong as the economy experienced incredible growth. The speakers discuss market performance, stock preferences, and concerns about the dominance of certain stocks. They also explore the success of Wisdom Tree, buffer ETFs, and the rise of active ETFs. Additionally, they analyze valuations in the video industry and share their favorite shows, movies, and podcasts.

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Introduction

00:00 • 2min

Frustrations with a Player and Team Culture

01:33 • 5min

Casual Conversation and Discussing Event Attendees

06:17 • 2min

Upcoming Webinar on China Internet Sector

08:03 • 3min

Upcoming Event, Registration Extension, and Market Discussion

10:43 • 2min

Economists Predicted Recession, but Witnessed Economic Growth Instead

12:25 • 9min

Market Performance and Stock Preferences

21:03 • 13min

Breaking the Dominance of the Super Seven Stocks

34:13 • 5min

The Success of Wisdom Tree

39:01 • 15min

Exploring Buffer ETFs and Risk Management Strategies

54:16 • 10min

Perspectives on Investing and the Rise of Active ETFs

01:03:53 • 2min

The Rise of Active ETFs and the Role of Conversions

01:05:27 • 13min

Analysis of Valuations in the Video Industry

01:18:25 • 7min

Favorite Shows, Movies, and Podcasts

01:25:05 • 7min

On episode 106 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas and Jeremy Schwartz to discuss: the magnificent seven, the bond market, defined outcome ETFs, inflation, the spot bitcoin ETF saga, and much more!

Thanks to Kraneshares for sponsoring this episode. Register for the China Internet Triple Feature webinar at: https://kraneshares.com/webinars/china_internet_triple_feature_kweb_cweb_klip/

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.

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