The ETF that beat Buffett and Cathie, YouTube’s takeover, CPI and Bank Earnings

4 snips

Jan 10, 2024

Discussion on successful ETF outperforming Buffett and Cathie Wood, YouTube's potential valuation, CPI and bank earnings. Stock selection process and holding period importance. Underrated stock: Federal Agricultural Mortgage Corporation. Moody's performance and Berkshire Hathaway inspiration. Analyzing SEC's ETF approval and market manipulation. Earnings season and inflation report. Potential of YouTube and future of media. Apple's potential new product and stock valuations. Discussion on CrowdStrike, ransomware attacks, and Coinbase in the Russell 1000.

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Introduction

00:00 • 4min

Stock Selection Process and Holding Period

04:21 • 11min

Underrated Stock: Federal Agricultural Mortgage Corporation

15:03 • 15min

Moody's Performance and Berkshire Hathaway Inspiration

29:42 • 9min

Analyzing the SEC's Approval of an ETF and the Manipulation of Markets

39:01 • 2min

Earnings Season and Inflation Report

40:53 • 16min

The Potential of YouTube and the Future of Media

56:50 • 19min

Apple's Potential New Product and Stock Valuations

01:16:18 • 13min

Discussion on CrowdStrike, Ransomware Attacks, and Coinbase in the Russell 1000

01:28:53 • 6min

On this episode of TCAF Tuesday, Josh Brown is joined by Eddy Elfenbein to discuss his active ETF that has outperformed both Warren Buffett and Cathie Wood over the past 5 years. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: Bitcoin ETFs, what YouTube could be valued at, sentiment, CPI and bank earnings, and much more!

Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compound

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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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