The Compound and Friends

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.

JC Parets, financial analyst and chart expert, and Joe Fahmy, experienced investor, join Michael Batnick and Downtown Josh Brown to discuss a preview of what's to come in 2024, how to find winners, a Bitcoin ETF, and more! They also touch on the observation of overwhelming buying pressure in the stock market, the performance and predictions of Wall Street strategists, and the implications of stock market index performance.

Josh Brown discusses career advice for 2024. The speakers analyze recent stock performance, predict future challenges, and reflect on the impact of the pandemic. They discuss dividend growth, market momentum, and tech predictions for 2024. They also analyze Dollar General, Snap, and Meta, and discuss the transition to a subscription business.

George Kurtz, CEO of CrowdStrike, discusses cybersecurity landscape, use of AI by good and bad actors, CrowdStrike's stock performance, challenges faced by tech companies in 2022, evolution of AI in cybersecurity, Falcon for IT empowering the IT team, fragmentation and growth in the wealth management space, and challenges in handling customer data.

Dan Nathan, financial expert and guest speaker, joins Michael Batnick and Downtown Josh Brown to discuss topics such as what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, best and worst days for the market in 2023, and more!

Sam Ro, a financial market forecaster, joins Josh Brown on this episode to discuss 2024 market forecasts. They cover topics such as all-time highs in the stock market, the gold rally, M&A's comeback, and identifying the best sector. They also touch on job openings, stock performance, Paramount's challenges, Tans' unconventional stock buyback, and analysis of energy priced in S&P.

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.