The Compound and Friends

The Texas Hedge

Apr 1, 2022

01:41:58

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I Love Youi Come Ere Where Your Wer You Leave

01:19

What's the Backlog?

01:22

Bidins Are Pretty Vulnerable Right Now

01:30

You Neversy michigan

01:19

Introduction

2min

A, Hod, One Mind. You're Really Our Expert

2min

Investing in Cryptocurrency

2min

The Coal Didn't Go Wrong.

3min

What's the Starting Yield?

2min

Equity Strategies Aren't That Practical or Facile

1min

What You Learn When You're Talking About Wealth Management

2min

How Do You Not Gain 500 Pounds?

2min

Is It a Trivariat Researge?

2min

10.

Is the Smart Money Doing What It's Doing?

2min

11.

The Ten Day Rolling Return Chart for the S and P 500

3min

12.

Do You Think the Fed Will Increase Rates?

2min

13.

The Stock Market Is Getting Frustrated, Right?

2min

14.

The Short Term Stock Market Is Insane

5min

15.

The Housing Stocks Are Not Building Homes.

3min

16.

Inflation - The Most Important Problem Facing the US

2min

17.

Can the Market Outperform the Economy in a Recession?

2min

18.

Backlog and Book to Bill for Semis and Industrials

4min

19.

Small Caps

3min

20.

Small Caps Are More Attractive Than Large Caps

2min

21.

What Do You Think About Gross Margin Contraction?

2min

22.

Investing in China

2min

23.

What's Your Stick on Yield Curve Inversion?

2min

24.

Is the Ten Year Going to Back Up More?

2min

25.

Stocks Are Hard Enough, Right?

2min

26.

Is It an Immovable Force?

2min

27.

The Fed Balance Sheet Isn't Going to Be Great, Is It?

2min

28.

The Money Has to Go Somewhere, Right?

3min

29.

How to Buy Hyper Groth Probable Stocks?

2min

30.

Ys an Exientme. Zoom. Sot, South Shore Hedge.

2min

31.

Ned Johnson, 91, Was a Big Name in the Stock Market.

2min

32.

Is It a Hypergrowth, or a Par Trade?

3min

33.

Trever T Really Likes Fidity

2min

34.

Do You Think About Private Markets?

2min

35.

What's the Research on the Hedge Funds?

2min

36.

Compero Investors Valuing 39 Billion Already Last March

1min

37.

Private Equity

2min

38.

New York City's Upper East Side

2min

39.

The Knowledge on Wall Street Is an Oral Tradition

4min

40.

What's Your Career Pathway?

2min

41.

I Want Someone Who Is Hungry, You Know?

3min

42.

What's Your Favorite Episode of Severe?

2min

43.

What's Your Favorite Book?

2min

44.

The Most Interesting in Life to Talk To?

2min

45.

The Inny and the Outy

2min

46.

Tiktok - A New Follower's Guide to a Free Sticker Giveaway

2min

47.

Adam Parker, Ladies and Genr Thi, Good Job.

2min

On episode 40 of The Compound & Friends, Michael Batnick, Adam Parker, and Downtown Josh Brown discuss: smart money buying the dip, the case for small caps, the yield curve inversion, Ned Johnson, private market markdowns, NYC's comeback, Wall Street careers, and much more!

Thanks to FTX for sponsoring this episode! Download the FTX App today and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685

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

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

The Texas Hedge

I Love Youi Come Ere Where Your Wer You Leave

What's the Backlog?

Bidins Are Pretty Vulnerable Right Now

You Neversy michigan

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
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Discover
highlights

Save any
moment

Share
& Export

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Discover
highlights