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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Развлечения
Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to rocketmoney.com/compound
I need a mudroom for my door yard. Where do I get the best mudroom for the cost?
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 💣💣💣
I could watch a whole show of Josh pitching stocks and handle objections. He could get me to buy anything!
Josh is a great salesman…even better podcaster. He’s my favorite person on the street.
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!
Um then he said to check his email for a pink slip... Not a pink sheet, a pink slip!
I’m all for giving Duncan a second chance
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
I love tuning into Vocabulary with Michael Batnick 😂.
I've made WAYT's theme song my ringtone and people love it, VERY disappointed I didn't get to hear it again today 😢
This is such a good idea. Gonna copy this idea. Waay cool
The roast of Mike Wilson 😂
These were the most enjoyable 53mins of my week. Josh and Michael never disappoint! Incredible
Best financial podcast. Thank you guys for putting great content every week 🙏🙏🙏
No music? I’m out. I can’t handle this today. 🤣
Nvidia is the singularity!
I love the Boiling Room schtick
Thanks for all the work you put into this awesome community!
You guys make me focus and laugh on my Seattle walks - love that! ✌️Eric
Fellow Seattleite here!
@@dp2120 Nice - PNW represent! I'm in the Ballard area. ✌️Eric
Tacoma, but not by choice 😒
great show guys!
"This stock used to fuck" 💀
josh called it on NVDA. even manifested the 10 to 1 split. truly a gifted man
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
Good episode guys, Michael has high energy from the get go in this one, love it
I thought that was your revised intro. I liked it.
I love these guys
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 😅
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
You should be doing the complete opposite. Buy low, sell high.
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.
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.
@@kylebrunson8765 That's how you do it. Over allocate to the under performers. Buy low!
Thanks Everyone 👋
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.
Love Josh’s make the case with his broker pitch. Brings back memories of the bullpen.
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.
Josh, I love your sefira beard
@ 20min mark JB inadvertently predicts the 10:1 split. Subtle genius. Makes up for no intro music...
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???
I love this stuff great show thx 🇺🇸📈 Pray 🙏 to Jensen tonight 💚🖤 ;)
48:48 SLAYED ME! "... How many shares can I put you down for"...
Please, more sales pitch objection handling from Josh...gold!
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!
Josh wraps up with the hard sell!!! LOL Put me in for 50 shares
Wasn’t there going to be a new show covering certain stocks quarters?
Josh, in 2024, impersonating John circa 1998 is gold! Micheal is an excellent faux client. More please.
Corning hasn't moved in 3 years.
Wasn't European Financials a mystery chart from a few episodes back?
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.
Yeah, but it’s all about timing. Good luck timing that!
How long does it take for a soft landing? Seriously!
👋
Problem is, Bill Smead has been saying that for years. If you're years early, are you actually right if it eventually happens?
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
Went from the Everything Bubble to the Everything Rally in a short amount of time
Prices are dropping like a rock. Everything is list price high then marketed down with marketing spend.
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.!
Dow dropped 600 points after this video and inflation number
Guys, sounds like KIS….keep it simple…..IVV should rock throughout the rest of the year
Batnik spent 10% more on his mudroom due to high yields. Psychology says Josh is right.
“Chinese technology” “close, European financials” lol
Tesla is setting up for a incredible run
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.
Josh right. Rich richer. Others not.
Can't wait to see Rick Rieder's new business cards. Chief Investment Officer of Global Fixed Income at Motherfucking Black Rock.😂
😅😅😅 - JB
Josh with six o’clock shadow makes him look like a guy who woke up in Mexico
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 🤫
Team mud room 😎
Hey Batnick!! Where's your bandwagon Knicks gear!? Jumping off that bandwagon... I think Pacers might win game 7!!
What world does Michael live in?
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.
Preach brother
When you two fight the show is near unwatchable. Don’t fight dummies.
I think it’s hilarious
Mike Wilson capitulated in February 2024.
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
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!
Batnick would lose his natural mind if he started to keep up with the comments. But it would be a fun experiment. 🤔🤔🤔🤔
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.
Just Knicks anxiety. We love Michael 👏🏻
@@MatthewMS. You speak for everybody? I certainly can be an exception.
@@johnc4789 Batnick was childish and idiotic.
Everything rally ? I don’t think so . Watch out for snake oil salesman.
Perma-bears are the snake oil salesmen, considering they've been wrong for about 15 years straight
No intro music? Unsubscribe ✌🏽. Jk 😂
I'll do better next week!
Strawberry Fields 🍓 Forever!
Scott Galloway...Packy McCormick...what terrible person will Josh and Michael have on the show tomorrow?