The Compound and Friends

It Doesn't Matter Until It Matters

Feb 4, 2022

01:24:29

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The Budget Deficit Isn't Going to Matter Until It Does

05:32

Is There a Natural Cap at Interest Rates?

04:31

How Much Debt Do You Have to Pay Back?

01:58

Introduction

2min

The Biggest Market Cap Loss Ever

3min

The Stock Has Never Been Back to Balmer Era Levels

3min

Is It a Good Product?

3min

How to Put Art in Your Portfolio

2min

Is Google the Best Business Model?

2min

A New S Oto Net Income to 14 Billion Dollars

3min

Is a W S Don Business Better Than Facebook Right Now?

2min

Is There a Cycle in Demand?

5min

10.

The Fed Doesn't Grow the Economic Pie, Man.

4min

11.

Central Banks, When Inflation Is Low, Have a Hall Pass

3min

12.

Is There a Natural Cap at Interest Rates?

5min

13.

Is the Fed Going Away Overboard?

5min

14.

The Fed's Work in Tightening Financial Conditions

3min

15.

Global Venture Funding Hits 621 Billion Dollars

3min

16.

The Budget Deficit Isn't Going to Matter Until It Does

6min

17.

How Much Debt Do You Have to Pay Back?

2min

18.

The Re Raiding in the Markets, I'm Doing This a Long Time

4min

19.

What's the Deal With Snap?

4min

20.

Where Are We in Rating Cycle?

2min

21.

The Stock Is Still Trading at 25 Times Sales Now.

3min

22.

Is It the End of the World if Stocks Go Sideways?

2min

23.

How to Find a Tail Wind in a Business

3min

24.

Is There a Such Thing as a Cycical Stock?

2min

25.

Is the Price of Oil Going Negative?

3min

26.

I'm Getting Dege Eva Just Did This

3min

27.

Show Time by Jeff Perlman

3min

28.

The Ap That's Going Too.

2min

On episode 32 of The Compound & Friends, Michael Batnick, Peter Boockvar, and Downtown Josh Brown discuss: the state of the economy, rate hike consensus, venture funding, $30 trillion of US debt, the market's reaction to Facebook and Spotify earnings, and much more!

This episode is brought to you by Masterworks. Visit https://masterworks.io/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.

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/

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The Compound and Friends

It Doesn't Matter Until It Matters

The Budget Deficit Isn't Going to Matter Until It Does

Is There a Natural Cap at Interest Rates?

How Much Debt Do You Have to Pay Back?

Get the Snipdpodcast app

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Save anymoment

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