The Silicon Valley Bank Collapse | The Compound and Friends 83

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  • Опубликовано: 24 янв 2025

Комментарии • 147

  • @TheCompoundNews
    @TheCompoundNews  Год назад +14

    This episode is sponsored by Invesco QQQ. Learn more at www.invesco.com/qqq

    • @nigelboom3943
      @nigelboom3943 Год назад

      When is josh brown gonna drop some bars on that intro instrumental? We need to hear the heat

  • @JimboHotWings
    @JimboHotWings Год назад +39

    The police sirens in the background is another reason why this is a legit NYC podcast. Like icing on the cake.

    • @TheCompoundNews
      @TheCompoundNews  Год назад +7

      Glad you like that, we've tried to soundproof the studio a decent amount, but we're in midtown Manhattan at the end of the day.

  • @sanjeevgig8918
    @sanjeevgig8918 Год назад +30

    SVB Collapsed + Josh in Home Alone Face would have been the perfect cover photo for today.
    LOL

  • @RichardSimmons1
    @RichardSimmons1 Год назад +38

    The best financial podcast out there

  • @parttimelarry
    @parttimelarry Год назад +13

    Amazing how well you all cover this stuff as it unfolds live

  • @chetbrunt
    @chetbrunt Год назад +3

    Great show…..Nicole,John,Duncan,Mike.Josh

  • @Apollomountain
    @Apollomountain Год назад +10

    Exactly what I needed this Friday afternoon!

  • @steveuhlman2368
    @steveuhlman2368 Год назад +3

    Hello, really great show today (as usual)... Thanks everyone!

  • @michaeledens1271
    @michaeledens1271 Год назад +4

    This was a great show, really enjoyed it!

  • @joannemeeks745
    @joannemeeks745 Год назад +3

    Your BEST episode in a long while. Brilliant.

  • @robertbray-ip6ve
    @robertbray-ip6ve Год назад

    This episode was just what I needed after this week in the markets. Joe’s comments about how he trades and the smaller and slower attitude resonated with me. Even with having read and hearing similar ideas in the past I never “learned” them. After a week of beatdowns in my trading accounts what Joe said clicked with me and cleared my vision. I will start over smaller and slower because it just makes perfect sense. Thank you!

  • @timdonnell131
    @timdonnell131 Год назад +6

    Enjoy the everyday guy style of conversation. Keeping things as simple as possible for the average investor.

  • @dagobaker
    @dagobaker Год назад +2

    great show this week
    very entertaining

  • @askchrishetrades
    @askchrishetrades Год назад +9

    Love Joe man. He’s one of the superstar technicians I look up to out of a handful

  • @roballender
    @roballender Год назад +5

    Some of my favorite guests. Great episode!

  • @Al-me7xr
    @Al-me7xr Год назад

    Another great episode. Big fan of Carleton -- seems like such a pleasant woman and I could listen to her for hours!

  • @melissastone7656
    @melissastone7656 Год назад +3

    AYO! Im a fan girl and geeking out all the content! Well done everyone,,,love the diverse content!

  • @Stavros_Steven_Deriziotis
    @Stavros_Steven_Deriziotis Год назад +3

    Josh, Mike,
    Another great show guys! Thanks!

  • @stevenlippold
    @stevenlippold Год назад +3

    LET CARLETON FINISH

  • @JoeFitz98
    @JoeFitz98 Год назад +2

    Phenomenal discussion. SuperJob 💪🏼🙏🏼

  • @GM-pj3jx
    @GM-pj3jx Год назад +1

    I also loved the show, Thank you! I also wanted to point out the value of this kind of content from the stand point of the amateur investor. For example, 50 MA/200 MA and how it is used. Even though I have figured this out from my own observance, It's affirming to hear a professional state as such. Again, in an earlier episode outlined in a chart, the USD vs S&P short have a loose relationship. In other words The Dollar rises when money exits capital markets.This type of content helps me confirm what I think to be true. Confidence is everything and it's nice to have a type of control test to theory. Much obliged.

  • @jtaylor7572
    @jtaylor7572 Год назад +2

    Great episode guys.

  • @MVJP120
    @MVJP120 Год назад +2

    great episode as always

  • @baysidegreg
    @baysidegreg Год назад +7

    The fact that this was taped on Thursday will help a lot of us put context to all the new developments this podcast episode is missing from Friday

  • @michaelmiddleton3311
    @michaelmiddleton3311 Год назад +3

    Great guests!

  • @rogwhite9866
    @rogwhite9866 Год назад +3

    Loved everybodies input. They know stuff

  • @luis_g_77
    @luis_g_77 Год назад +5

    Great show today

  • @arminasalksninis
    @arminasalksninis Год назад +15

    You don’t need to know how commodities are doing on an Australian dollar basis to manage your mom’s IRA 😂😂 great show 🎉🎉

    • @Leshic2
      @Leshic2 Год назад

      Love that part too

  • @TheGreatOne428
    @TheGreatOne428 Год назад +7

    I agree with Josh. I think layoffs are just starting.

  • @Ryan_Tinney
    @Ryan_Tinney Год назад +4

    Great show.

  • @mml1224
    @mml1224 Год назад +1

    great chart work early w/ Joe etc

  • @erichutton8411
    @erichutton8411 Год назад +5

    Josh and Michael are on point with this show. Thanks guys, great content.

    • @Nick_NE
      @Nick_NE Год назад +1

      Michael needs to do better or he needs to go

  • @Leshic2
    @Leshic2 Год назад +1

    Always awesome.
    I fully agree with the reviewer that you read on the show at the end.
    #cough# can I have merch #cough#
    All seriousness, the show really is great.
    Only found it after Batnik was a guest on The Market Huddle, a few years back.

  • @mikeschroeder8356
    @mikeschroeder8356 Год назад +2

    Great show guys

  • @brandonmuma651
    @brandonmuma651 Год назад +4

    I think Joe is one of my favorite guests yet.

  • @indermann9523
    @indermann9523 Год назад +3

    GOAT pod for finance, You crazy kids

  • @thommysaraceno2862
    @thommysaraceno2862 Год назад +1

    perfect guests!

  • @tdedmondjr
    @tdedmondjr Год назад +3

    Great show

  • @benparks5268
    @benparks5268 Год назад +3

    Top financial podcast.

  • @TheKnuckleheadgenius
    @TheKnuckleheadgenius Год назад +1

    17.23 Sloth landing? Going Long! Love it!

  • @adamrichard3115
    @adamrichard3115 Год назад +7

    Never met a wealthy pessimist? - Sir have you heard of Stanley Druckenmiller before

  • @pnapatm5336
    @pnapatm5336 Год назад +2

    Ep slaps from Australia

  • @August_VeryOwn
    @August_VeryOwn Год назад

    Great show boys n girls

  • @tbone2859
    @tbone2859 Год назад +1

    20 years ago, interest rates at six percent were historically low and anyone looking to buy a home was told they needed to lock in before they went up. Now the sky is falling if they hit six percent?

  • @AlexandruVoiculescu
    @AlexandruVoiculescu Год назад +7

    I love these guests, have them more often.

  • @pnapatm5336
    @pnapatm5336 Год назад

    Another great ep from compound crew! Any chance we can get the chart master Carter worth on the pod

  • @justincase2830
    @justincase2830 Год назад +2

    Now the broad way show attendance and costs help explain the exploding credit card debt

  • @ericagon1
    @ericagon1 Год назад +2

    Love these

  • @cmward04
    @cmward04 Год назад +2

    JB needs to see the office building as half full

  • @videnny1
    @videnny1 Год назад

    Re-zoning idea was awesome!

  • @samangeles1846
    @samangeles1846 Год назад +2

    I’m sure they are tight on time but I wish they would film on fridays

  • @pauldugoni1163
    @pauldugoni1163 Год назад +2

    Crazy times 😮

  • @wonderfalls2
    @wonderfalls2 Год назад +8

    Wait until these guys find out what happened today 😋

  • @FVPS904
    @FVPS904 Год назад +4

    Everything is upgraded on the podcast except Michael’s wardrobe

  • @kylesmith8128
    @kylesmith8128 Год назад

    Converting office space in NYC into apartments is going to increase population density in an already dense place.
    There are serious problems with this kind of consolidation of human power, lives, and waste.

  • @joshmorrow9872
    @joshmorrow9872 Год назад

    Where can we find banks exposure to long term bonds by bank ?

  • @stctjc
    @stctjc Год назад

    Silvergate capital headquarters is La Jolla, ca (San Diego, not SF)

  • @NIPSZ
    @NIPSZ Год назад +2

    How is $SIVB still up 16,000% from it's IPO after today's drop? Why would anybody freak out over a 16,000% gain?

    • @hedjuk
      @hedjuk Год назад

      It is 0 now. FDIC took them over Friday to liquidate.

    • @stockdetective4396
      @stockdetective4396 Год назад

      Comment aged poorly 😂

  • @fondofthebonds4914
    @fondofthebonds4914 Год назад

    23:50 is me every time I buy a new stock.

  • @rickgraham7641
    @rickgraham7641 Год назад

    Isn't PYPL already in the financials sector of the SP?

  • @scottparrott
    @scottparrott Год назад

    All the layoffs that have already occurred and the UE rate has barely budged. I don't know how you call the end to layoffs when the Fed has specifically said employment will need to weaken before inflation will subside. To the earlier point, that's how consumer behavior changes, when they have no money to spend.

  • @FVPS904
    @FVPS904 Год назад +5

    Michael has to wear dingy T shirts because he spent all his money on a mud room renovation

  • @droprelease4820
    @droprelease4820 Год назад

    Man for some reason your new videos are not coming up on my feed :(

  • @theeanup
    @theeanup Год назад +1

    Avenue Q is 🔥🔥🔥

  • @willisaddison2694
    @willisaddison2694 Год назад +2

    $SBNY on watch 👀

  • @Dailygrilling
    @Dailygrilling Год назад

    Can we bring back The FED shirt?

  • @kenw8875
    @kenw8875 Год назад

    bros, please have Lyn Alden on your cast. She’s a briliant, pragmatic, actionable financial intelligist. her qtrly newletter {free} is golden. please reach out to Lyn! OUTSTANDING show Josh n Michael !

  • @douglasgilbert1426
    @douglasgilbert1426 Год назад

    ESRT ex dividend on 3/14. Pick some up on Monday. I'm long the Josh Fund and short the Cramer! Get that dividend!

    • @thebrothersbond6663
      @thebrothersbond6663 Год назад

      I don't know, Josh didn't buy it, he just had a quick look to fill his recommendation segment, they've got 2 billion long term debt with only 0.2 billion in cash. The books are balanced by 1 billion in 'goodwill' and 'other intangibles', financials are all a bit wishy washy, but then again it's the Empire State Building and their backed by Qatar oil money, hope it works out for you.

  • @stoor79
    @stoor79 Год назад

    People keep saying the non-stop spending is because "we were locked up for 2 years." Who was quarantining or locked up for 2 years before COVID? Almost no one.

  • @landscapingtoronto5493
    @landscapingtoronto5493 Год назад +3

    Whayyyyy compound 🍺

  • @danny99111
    @danny99111 Год назад +3

    Nice

  • @FVPS904
    @FVPS904 Год назад +1

    Josh shut down Liesman on the Halftime today about SVB

  • @itsnowjoke1381
    @itsnowjoke1381 Год назад

    When the rate hikes actualy hit the economy it will be brutal it hasn’t happened yet lots of hot air trying to predict the future which no one can do ! time in the market beats timing the market, just dca in index funds every day never stop buying

  • @robertowilco7422
    @robertowilco7422 Год назад +1

    All star team

  • @davidpenn1123
    @davidpenn1123 Год назад +1

    Fahmy!

  • @hu6284
    @hu6284 Год назад +3

    God bless

  • @Nycphotodreamer
    @Nycphotodreamer Год назад +2

    Yes yes yes 2008 redux

  • @howardle
    @howardle Год назад +1

    Can you guys invite Cramer?

  • @Astrobucks2
    @Astrobucks2 Год назад +1

    It's amazing to me that people are just now "getting back out there". The pandemic was basically over in Georgia and Florida in May of 2020. Lmao

  • @supadave422
    @supadave422 Год назад

    @10:32 Michael is back🔥

  • @Dpaq13
    @Dpaq13 Год назад

    She should have stopped them at the VIX comment she was ready to educate on it

  • @cookinthekitchen
    @cookinthekitchen Год назад +2

    Soros is really sharp as a trader

  • @abbasvirji1418
    @abbasvirji1418 Год назад

    great work, the cnbc guy is good... I dont see his name optically-virtualized.. the cnbc guy has a good history of dealing 1st hand in wall-street journalism since 2005 (almost 2 decades)..

  • @rdg7250
    @rdg7250 Год назад

    ARKS space etf is almost only boring industrials so they know how to buy different stuff.

  • @hussa15
    @hussa15 Год назад +1

    i heard sloth landing

  • @ghgoogle5238
    @ghgoogle5238 Год назад

    Flannel is British slang for what American's would call salesman's bullsh*t.

  • @sumitchaudhary6303
    @sumitchaudhary6303 Год назад

    Hey bro! Hindenberg din help ya all it seems.

  • @burgerkid360
    @burgerkid360 Год назад +1

    Ritholtz Carlton

  • @itsnowjoke1381
    @itsnowjoke1381 Год назад

    Batnik is main lining caffeine ! he is on x 2 speed on his speech

  • @CLOUD_NZ
    @CLOUD_NZ Год назад +2

    Bullish on the intro - #buy rated.

  • @doctorhorton
    @doctorhorton Год назад +2

    🏦 🏃‍♀️ 🏃‍♂️ 🏃

  • @larrygerry985
    @larrygerry985 Год назад

    You got to admire TA people explaining charts with absolute nonsense

  • @Nick_NE
    @Nick_NE Год назад +6

    Hey Michael, maybe pay attention during the podcast? Just thinking…the podcast would be so much better if you weren’t ignoring the guests and conversions while staring into your dumb laptop.

  • @tirthb
    @tirthb Год назад

    21 minutes in, when do they talk about SVB? But I am liking it so far

  • @tdub18914
    @tdub18914 Год назад +1

    Rock of Ages is probably the worst show I have ever seen.

  • @eviemiller8100
    @eviemiller8100 Год назад +1

    Please get the microphone closer to your guests. It comes through OK on YT, but not at all on the pod.

    • @TheCompoundNews
      @TheCompoundNews  Год назад +1

      It's the same audio file.

    • @eviemiller8100
      @eviemiller8100 Год назад

      @@TheCompoundNews ok, I would still recommend Carleton get closer to her mike. She fades out a lot and I noticed when watching it last night she was the farthest away from her mike. I thought maybe that was it. Josh and Mike always come through clearly. The guests not so much.

  • @utubeddong
    @utubeddong Год назад +11

    Michael talked too much. He thought he is the star of the show. Pretty annoying.

    • @thekongstocks
      @thekongstocks Год назад +2

      HA! Michael Batnick popped a couple of Addy's 🤫#FACTS

    • @CLOUD_NZ
      @CLOUD_NZ Год назад +3

      I mean it is his show.

    • @fondofthebonds4914
      @fondofthebonds4914 Год назад +2

      You're kidding me, he was actually well behaved this episode lol

  • @Nycphotodreamer
    @Nycphotodreamer Год назад

    Bye bye zombies

  • @tttt-dx2nu
    @tttt-dx2nu Год назад +1

    Do all boomers just not understand how work from home works?

  • @DaleBrose
    @DaleBrose Год назад

    Yeah, I get it, you are all New Yorker's. But did you know that farm land delinquency rates are going up? We have a big country and many of us really don't care that much about New York. If we don't produce the food, those fancy restaurants in Manhattan won't have much to sell.