Fear Has Rizz with Brian Belski

24 snips

Dec 8, 2023

Financial expert Brian Belski joins hosts Michael Batnick and Downtown Josh Brown to discuss the golden age of stockpicking, the outlook for financials, the relationship between interest rates and the stock market, and the new concept McDonald's is introducing to compete with Starbucks and Dunkin'. The conversation also covers contrarian thinking, embracing uncertainty in investing, market movements and tech rotations, and the impact of streaming platforms on exposing kids to older music.

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Introduction

00:00 • 2min

The Art of Contrary Thinking and Predictions

02:14 • 6min

Exploring the Dimensional Difference

08:20 • 2min

Embracing Uncertainty in Investing

10:05 • 12min

Market Movements, Tech Rotations, and the Rise of AI

21:38 • 2min

Big Moves in the Market

23:58 • 20min

Interest Rates and the Stock Market

43:58 • 9min

McDonald's Launches New Concept to Compete with Starbucks and Dunkin'

53:07 • 2min

Approaching the Next Year and Growth Opportunities

54:47 • 9min

Streaming Platforms and Exposing Kids to Older Music

01:04:07 • 13min

On episode 121 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss: the golden age of stockpicking, what happens if there's no rate cut in 2024, what the bears are missing, the outlook for financials, and much more!

Thanks to Dimensional Fund Advisors ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit Dimensional.com.

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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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