The Compound and Friends

They don't usually ring a bell at the top, but...

Feb 14, 2024

01:01:59

Snipd AI

The hosts discuss topics such as bankruptcy disappearance, buybacks, earnings season update, bond market reaction to CPI report, silliness in growth companies, and Nasdaq stocks. They explore irony, introduce Crain Sharers' Defined Outcome ETFs, and discuss trade-offs in investments, market reaction to inflation data, seeking trillions for chips and AI, US bankruptcy filings, YouTube's revenue sharing, cashback rewards, stock performance, and gratitude to the team.

AI Summary

Highlights

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

American Express and Discover, two financial services companies, show a significant divergence in their stock performance, raising questions about their future performance and potential overvaluation or undervaluation.

The divergence in stock performance between American Express and Discover can be attributed to differences in their target customers, with American Express catering to a higher median household income and older demographic, while Discover has a more diverse income range and younger audience.

Deep dives

Divergence in Financial Services: American Express and Discover

The charts of American Express and Discover, two financial services companies, show a significant divergence. American Express is trading close to its all-time high, while Discover is in a downtrend. The two companies operate in the same industry and cater to different customers. American Express is known for its higher median household income and older demographic, while Discover has a more diverse income range and younger audience. This divergence raises questions about the future performance of the two companies and whether one of them is potentially overvalued or undervalued.

Evaluating Conviction in Stock Buying Decisions

00:35

Introduction

3min

Discussion on Irony, Problem with Recording, and Introduction of Crain Sharers' Defined Outcome ETFs

2min

Trade-Offs in Investments and Market Reaction to Inflation Data

13min

Unraveling the Confusion of Seeking Trillions for Chips and AI

21min

US Bankruptcy Filings: Reversal and Contradiction

3min

YouTube's Revenue Sharing and Paying Out to Creators

15min

Cashback rewards, stock performance, and gratitude to the team

4min

On this TCAF Tuesday, Join Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, and more! (Keep listening at the end for a special bonus outtake.)

Thanks to KraneShares for sponsoring this episode. KraneShares just launched two defined outcome ETFs off KWEB. Learn more by Visiting: https://kraneshares.com/kraneshares-launches-defined-outcome-etfs-tickers-kpro-kbuf-for-china-internet-exposure-on-the-new-york-stock-exchange/

Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com

Instagram: https://instagram.com/thecompoundnews

Twitter: https://twitter.com/thecompoundnews

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.

The Compound Media, Incorporated, 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