Prepare for the Everything Rally | WAYT?

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  • Опубликовано: 26 июн 2024
  • Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
    Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to rocketmoney.com/compound
    ►00:00 - Intro
    ►02:53 - The Everything Rally
    ►13:53 - Chase is On
    ►19:12 - Nvidia Earnings Preview
    ►27:10 - Narrative change
    ►30:18 - Victory Lap?
    ►36:41 - Private REIT Redemptions
    ►41:55 - Make the Case
    ►49:45 - Mystery Chart
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    Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. 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. See additional disclosures: www.ritholtzwealth.com/podcas.... “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.
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Комментарии • 96

  • @TheCompoundNews
    @TheCompoundNews  Месяц назад +6

    Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to rocketmoney.com/compound

    • @ghostmourn
      @ghostmourn Месяц назад

      I need a mudroom for my door yard. Where do I get the best mudroom for the cost?

  • @redpillrepository
    @redpillrepository Месяц назад +18

    For months - even when Josh called the top this Spring - I've been writing right here in the comments that High Quality stocks, High Quality Real-estate and, yes, High Quality crypto HAS TO GO UP as they inflate away the debt. We're headed much, much higher boys. Great show, as always 💣💣💣

  • @michaelryswyk6171
    @michaelryswyk6171 Месяц назад +14

    I could watch a whole show of Josh pitching stocks and handle objections. He could get me to buy anything!

    • @RichardSimmons1
      @RichardSimmons1 Месяц назад +2

      Josh is a great salesman…even better podcaster. He’s my favorite person on the street.

  • @DF-dz4nu
    @DF-dz4nu Месяц назад +6

    I love that when the music wasn’t playing at the beginning and Duncan wasn’t answering, Josh immediately got concerned and wondered in Duncan was ok. That’s a good boss!

    • @doubleclick21
      @doubleclick21 Месяц назад +3

      Um then he said to check his email for a pink slip... Not a pink sheet, a pink slip!

  • @LRRYFSHRMN
    @LRRYFSHRMN Месяц назад +11

    I’m all for giving Duncan a second chance

  • @arminasalksninis
    @arminasalksninis Месяц назад +4

    The Josh point about interest is spot on and not just for the millionaire class…my savings used to yield $0…now I’ve doubled my going out to eat budget just from my interest earnings and the best part is I don’t have to feel bad about it because I’m still earning more interest than the increase in those areas

  • @DarkLordJmac
    @DarkLordJmac Месяц назад +4

    I love tuning into Vocabulary with Michael Batnick 😂.

  • @mastermarcusthemightyandma9741
    @mastermarcusthemightyandma9741 Месяц назад +10

    I've made WAYT's theme song my ringtone and people love it, VERY disappointed I didn't get to hear it again today 😢

    • @anderson6379
      @anderson6379 Месяц назад +1

      This is such a good idea. Gonna copy this idea. Waay cool

  • @muxi0121
    @muxi0121 Месяц назад +13

    The roast of Mike Wilson 😂

  • @marting.9357
    @marting.9357 Месяц назад

    These were the most enjoyable 53mins of my week. Josh and Michael never disappoint! Incredible

  • @lobsangchoejor1470
    @lobsangchoejor1470 Месяц назад +2

    Best financial podcast. Thank you guys for putting great content every week 🙏🙏🙏

  • @aliasoma
    @aliasoma Месяц назад +15

    No music? I’m out. I can’t handle this today. 🤣

  • @edmundlively8137
    @edmundlively8137 Месяц назад +6

    Nvidia is the singularity!

  • @bboygaf3384
    @bboygaf3384 Месяц назад +3

    I love the Boiling Room schtick

  • @bearinafoxhole5951
    @bearinafoxhole5951 Месяц назад +1

    Thanks for all the work you put into this awesome community!

  • @ericcraw
    @ericcraw Месяц назад +3

    You guys make me focus and laugh on my Seattle walks - love that! ✌️Eric

    • @dp2120
      @dp2120 Месяц назад +2

      Fellow Seattleite here!

    • @ericcraw
      @ericcraw Месяц назад +1

      @@dp2120 Nice - PNW represent! I'm in the Ballard area. ✌️Eric

    • @irwinjones3960
      @irwinjones3960 Месяц назад +1

      Tacoma, but not by choice 😒

  • @XxdawinningxX
    @XxdawinningxX Месяц назад +1

    great show guys!

  • @dexinvictus6103
    @dexinvictus6103 Месяц назад +5

    "This stock used to fuck" 💀

  • @scottwilly86
    @scottwilly86 Месяц назад

    josh called it on NVDA. even manifested the 10 to 1 split. truly a gifted man

  • @dubbondubbs
    @dubbondubbs Месяц назад +1

    We use so much Corning cable. The squirrels love to eat it on the poles. One chew and we have to replace 200 feet. We used to put it in a protective duct but it's cheaper to just throw it up with no protection from elements

  • @Anonymous-ld7je
    @Anonymous-ld7je Месяц назад

    Good episode guys, Michael has high energy from the get go in this one, love it

  • @mbabcock111
    @mbabcock111 Месяц назад

    I thought that was your revised intro. I liked it.

  • @stevenlippold
    @stevenlippold Месяц назад +1

    I love these guys

  • @kylebrunson8765
    @kylebrunson8765 Месяц назад +6

    I finally capitulated and reduced my contributions in my 401k to small/mid caps from 25% to 20%, and increased s&p 500 from 35% to 40%. I’m tired of the underperformance. It’s been f*cking brutal. Probably the bottom in small caps 😅

    • @drewghelfi8446
      @drewghelfi8446 Месяц назад +4

      If your luck is anything like mine small/mid caps will rip by Friday and when you get back in they underperform for another 10 years lol

    • @KL-nj9oe
      @KL-nj9oe Месяц назад +3

      You should be doing the complete opposite. Buy low, sell high.

    • @johnfoster9582
      @johnfoster9582 Месяц назад +1

      Do you have a blended benchmark? Is a 5% weight really going to make a difference in total attribution? You’d need a 20% return in an asset to get an additional 1% of performance for that 5%. Curious.

    • @kylebrunson8765
      @kylebrunson8765 Месяц назад +1

      It’s just a jumping off point. I’m not prone to huge knee jerk reactions. If small caps continue to underperform, I may further reallocate in a year or two.

    • @KL-nj9oe
      @KL-nj9oe Месяц назад

      @@kylebrunson8765 That's how you do it. Over allocate to the under performers. Buy low!

  • @rainerluthershelley5131
    @rainerluthershelley5131 Месяц назад +1

    Thanks Everyone 👋

  • @Growfoodyourself
    @Growfoodyourself Месяц назад +2

    Hi Josh, quick question: I feel like I’ve missed the boat on Crowdstrike. Do you think Kubrik RBRK is a good alternative for a cyber security catch up trade? Thank you in advance.

  • @wnow8987
    @wnow8987 Месяц назад

    Love Josh’s make the case with his broker pitch. Brings back memories of the bullpen.

  • @markcatanese3608
    @markcatanese3608 Месяц назад

    Hello Guys love your show, I just have a quick take.
    I heard your guest earlier today talking to Josh and when ever I hear guys like him start going back many years ago the stock market did this and it did this ect ect ect. What a lot these guys don’t take into consideration in my opinion is that until recently most Americans didn’t own stock or ETFs now I would guess that number has gone up huge. Most Americans with a 401 k are invested in stocks and they are buying every week no matter what. In the 70s and 80s investing was buying a CD not and SP 500 fund. And now it’s easier than ever for the average person to buy stocks at no cost. Before to buy a 100 shares of anything it would cost you $200 in commission those days are gone. These are different times apples and
    oranges. Thank you love all the shows , Mark from Michigan.

  • @JG-hz5kh
    @JG-hz5kh Месяц назад

    Josh, I love your sefira beard

  • @CFONick
    @CFONick Месяц назад

    @ 20min mark JB inadvertently predicts the 10:1 split. Subtle genius. Makes up for no intro music...

  • @BlackBuzzzard
    @BlackBuzzzard Месяц назад

    JB deserves his victory lap on the baby boomer interest income keeping things hot on the economy.
    JB or MB needs to do a quick calculation as to whether the numbers (population distribution by net worth and age) actually support this - just quick round numbers.
    I think it does, and , how can the fed and other miss this???

  • @MatthewMS.
    @MatthewMS. Месяц назад

    I love this stuff great show thx 🇺🇸📈 Pray 🙏 to Jensen tonight 💚🖤 ;)

  • @shsal110
    @shsal110 Месяц назад

    48:48 SLAYED ME! "... How many shares can I put you down for"...

  • @ashtonblocker8869
    @ashtonblocker8869 Месяц назад

    Please, more sales pitch objection handling from Josh...gold!

  • @pvgallo2
    @pvgallo2 Месяц назад

    Always fun to listen. Josh and Michael, do you have any thoughts on the Buffet Indicator, what it’s current value possible shows / how it does or does not make sense to predict where the sp500 will go in the foreseeable future? Many Thanks!

  • @tiredoworking9350
    @tiredoworking9350 Месяц назад +1

    Josh wraps up with the hard sell!!! LOL Put me in for 50 shares

  • @Hoosier-Zoe
    @Hoosier-Zoe Месяц назад

    Wasn’t there going to be a new show covering certain stocks quarters?

  • @vreneli79
    @vreneli79 Месяц назад

    Josh, in 2024, impersonating John circa 1998 is gold! Micheal is an excellent faux client. More please.

  • @tcole3241
    @tcole3241 Месяц назад +1

    Corning hasn't moved in 3 years.

  • @gj541
    @gj541 Месяц назад

    Wasn't European Financials a mystery chart from a few episodes back?

  • @darkbrother8516
    @darkbrother8516 Месяц назад +1

    Dr. Campbell Harvey did said that according to his yield curve theory to predicting recessions, the stock markets always goes up right before the recession becomes apparent to everybody and the pain of un-employment will finally accelerates rate cut to correct the inverted yield curve. I think we are in the stock markets run up to all time high now right before the big recession hits. Professor Harvey have not been wrong with his recession prediction yet.

    • @kylebrunson8765
      @kylebrunson8765 Месяц назад +1

      Yeah, but it’s all about timing. Good luck timing that!

  • @justingiersch7632
    @justingiersch7632 Месяц назад

    How long does it take for a soft landing? Seriously!

  • @rainerluthershelley5131
    @rainerluthershelley5131 Месяц назад +1

    👋

  • @Conkee1711
    @Conkee1711 Месяц назад

    Problem is, Bill Smead has been saying that for years. If you're years early, are you actually right if it eventually happens?

  • @m-qi3qv
    @m-qi3qv Месяц назад

    I know (hope) it's a joke, but I had a look at the numbers: travel accounts for 45B€ (2.something %) of the italian GPD. North America is 13.5% of that, so around 0.3% (6B€) of GDP. Travel by Italians to NA is around 4B$, so the a trade surplus of around 2B€ (0.1% of GDP). This means any 33% increase of US travel revenues is around 10 basis points of growth.
    Funny thing is that being italy a 60M people country, while us 300+M, on a per capita basis italians spend much more in North america than viceversa
    Source: bank of italy data

  • @angcx6192
    @angcx6192 Месяц назад

    Went from the Everything Bubble to the Everything Rally in a short amount of time

  • @Youknowwhoiam1234
    @Youknowwhoiam1234 Месяц назад

    Prices are dropping like a rock. Everything is list price high then marketed down with marketing spend.

  • @stevemcleod4608
    @stevemcleod4608 Месяц назад

    When I heard Rick Reider talk about a rate cut to quell inflation, I immediately thought of DT Josh Brown. Josh you have been vindicated.!

  • @gosikh
    @gosikh Месяц назад +1

    Dow dropped 600 points after this video and inflation number

  • @se2103
    @se2103 Месяц назад

    Guys, sounds like KIS….keep it simple…..IVV should rock throughout the rest of the year

  • @snakeonia7542
    @snakeonia7542 Месяц назад

    Batnik spent 10% more on his mudroom due to high yields. Psychology says Josh is right.

  • @JG-hz5kh
    @JG-hz5kh Месяц назад +2

    “Chinese technology” “close, European financials” lol

  • @JohnWilliams-dn6vt
    @JohnWilliams-dn6vt Месяц назад

    Tesla is setting up for a incredible run

  • @ivanbrosky
    @ivanbrosky Месяц назад +2

    I don’t think Mike understands how a live stream works sometime. You should pay attention to the chat. If someone comments something that Josh thinks is relevant he should talk about it. Otherwise don’t record it live.

  • @workout3625
    @workout3625 Месяц назад

    Josh right. Rich richer. Others not.

  • @mrdurdan67
    @mrdurdan67 Месяц назад +1

    Can't wait to see Rick Rieder's new business cards. Chief Investment Officer of Global Fixed Income at Motherfucking Black Rock.😂

  • @peterpayne2219
    @peterpayne2219 Месяц назад

    Josh with six o’clock shadow makes him look like a guy who woke up in Mexico

  • @ThaboHermanus
    @ThaboHermanus Месяц назад

    Josh scares me when he does his ‘broker’ role play. He is good on any given Sunday at making his case, but when he goes into beast mode like that I am grateful that he reformed and chose this path because fear he would have sold a lot of shit to a lot of people who may have at times been left holding losers 🤫

  • @gabech2789
    @gabech2789 Месяц назад

    Team mud room 😎

  • @ryananderson1810
    @ryananderson1810 Месяц назад +1

    Hey Batnick!! Where's your bandwagon Knicks gear!? Jumping off that bandwagon... I think Pacers might win game 7!!

  • @creativeinvestor2102
    @creativeinvestor2102 Месяц назад

    What world does Michael live in?

  • @Notrocketscience101
    @Notrocketscience101 Месяц назад +2

    Great show. Guys, don't read the comments. Bunch of angry Community College, dropouts. If you conform to their wants, you'll lose the audience you want.

    • @JWoodYT
      @JWoodYT Месяц назад +1

      Preach brother

  • @DarinTreleaven
    @DarinTreleaven Месяц назад +2

    When you two fight the show is near unwatchable. Don’t fight dummies.

  • @SB-ko7yr
    @SB-ko7yr Месяц назад

    Mike Wilson capitulated in February 2024.

  • @doublet__7417
    @doublet__7417 Месяц назад

    Michael maybe you should do some home work before shitting on starwood. They are loaded with cash, listen to a earnings call, they are the predator waiting for opportunities

  • @nicholas5396
    @nicholas5396 Месяц назад +1

    Can the street stop talking about landings. It's happened already. If a recession happens 5 years later then that's not tied to the "landing". The fed hiked rates and stopped. Economy still strong, full employment, Inflation although not at 2% target is near most peoples lifetime average (3.30% since 1914 to 2024). The landing happened and it was soft!

  • @seangrealish8741
    @seangrealish8741 Месяц назад

    Batnick would lose his natural mind if he started to keep up with the comments. But it would be a fun experiment. 🤔🤔🤔🤔

  • @johnc4789
    @johnc4789 Месяц назад +5

    Josh is good but I cannot stand Michael being so hyper. Consequently, when trying to watch the compound, after a while I have to stop.

    • @MatthewMS.
      @MatthewMS. Месяц назад +2

      Just Knicks anxiety. We love Michael 👏🏻

    • @johnc4789
      @johnc4789 Месяц назад

      @@MatthewMS. You speak for everybody? I certainly can be an exception.

    • @donyaschuk6538
      @donyaschuk6538 Месяц назад

      @@johnc4789 Batnick was childish and idiotic.

  • @ronsilva7394
    @ronsilva7394 Месяц назад +1

    Everything rally ? I don’t think so . Watch out for snake oil salesman.

    • @Anonymous-ld7je
      @Anonymous-ld7je Месяц назад

      Perma-bears are the snake oil salesmen, considering they've been wrong for about 15 years straight

  • @SyndariusFoster
    @SyndariusFoster Месяц назад +1

    No intro music? Unsubscribe ✌🏽. Jk 😂

  • @dmccu5044
    @dmccu5044 Месяц назад

    Scott Galloway...Packy McCormick...what terrible person will Josh and Michael have on the show tomorrow?