The Compound and Friends

Bob Elliott, financial expert, joins The Compound and Friends to discuss the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, and hedge fund strategy ETFs. They also explore the impact of interest rates, bonds, and prospects for regional banks, as well as the stability of deposits in small and large banks. Finally, they discuss Netflix's power law structure and strategic promotion, comparing it to traditional cable systems and recommending non-finance podcast Hidden Forces.

On this episode of TCAF Tuesday, Josh Brown is joined by Logan Mohtashami to discuss the housing market. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: tech spending, 2024 recession odds, shorting Tesla, financials breaking out, and much more!Thanks to YCharts for sponsoring this episode! Secure a copy of "The Top 23 Charts of 2023" deck and remember, get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only): https://go.ycharts.com/the-top-23-charts-of-2023?utm_source=WAYTCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting 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.Wealthcast Media, 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

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.

Caleb Silver, Chief Editor at Investopedia, joins Josh Brown and Michael Batnick to discuss Investopedia's top investing terms of 2023. They explore topics such as Bitcoin, debt interest, a stock pick for year-end, the last jobs report of the year, Spotify layoffs, and more.

David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, joins Michael Batnick and Downtown Josh Brown to discuss the post-pandemic economy, when economic indicators stop working, how AI saved the market, the 2024 stock market outlook, and more.

Advisor Gary Pulford joins the podcast to discuss Warren Buffett's philanthropy and impact. Topics discussed include Charlie Munger, market euphoria, record corporate profits, holiday sales, Amazon's advantage over FedEx and UPS, small cap tech in bull markets, volatility analysis, impact of a recession on spending habits and the labor market, performance of individual stocks, and the changing landscape of online commerce and its threat to credit card companies.

Renowned writer and partner at the Collaborative Fund, Morgan Housel, discusses his new book and the impact of his writing on investors. They explore the rapid dissemination of technologies, resistance to change, and a controversial decision made by OpenAI. The responsibilities of company boards and the gradual improvement in heart disease mortality are also discussed. They address the challenge of thinking about things that never change amidst a constantly changing news cycle.

Tech experts Sam Altman, Michael Burry, and Jim Chanos join the podcast to discuss OpenAI, SpaceX, and Nvidia earnings. They explore SpaceX's potential as one of the largest companies in the world, OpenAI's challenges and valuation, and the future of Sam Altman. The hosts also delve into the rise in corporate buybacks and the performance of the stock market.

Topics discussed in this episode include covered call strategies, the Federal Reserve's potential actions, Warren Buffett's latest moves, and the debate around returning pandas to China. The hosts also touch upon investing strategies, dividend growth, and the connection between earnings performance and stock market prospects.

Rob Copeland, author of 'The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend,' joins Michael Batnick and Downtown Josh Brown. They discuss Bridgewater's strange culture, Ray Dalio's influence and bullying tactics, and the challenges of asset management. They also analyze transitory inflation, AI's impact on jobs, and the economy's future projections.