The New Kings of Wall Street

Oct 13, 2023

The podcast covers topics such as the bond market, national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, market inefficiencies, small-cap stocks, AI and the semiconductor industry, inflation, wage increases, adding 10% to alternatives, the current state of the bond market, credibility of witnesses, impact of cryptocurrency, and courtroom depictions.

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Introduction

00:00 • 4min

Exploring Market Inefficiencies and Small-Cap Stocks

04:03 • 5min

Introduction of Sponsors, AI and Semiconductor Industry, and Introduction of Guests

09:07 • 4min

Inflation, Wage Increases, and the Bond Market

12:46 • 28min

Adding 10% to Alternatives: A Strategy for Long-Term Returns

40:31 • 12min

The Current State of the Bond Market

52:37 • 21min

Credibility of witnesses and the impact of cryptocurrency

01:13:15 • 5min

Courtroom Depictions, Favorite Books, and Movies

01:18:26 • 2min

On episode 113 of The Compound and Friends, Michael Batnick is joined by Jan van Eck and Andrew Beer to discuss: the bond market, the national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, and much more!

This episode is brought to you by iShares. To learn more about the iShares Semiconductor ETF (SOXX), visit: https://www.ishares.com/us/products/239705/ishares-semiconductor-etf

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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