The Seven Pillars of Market Bubbles

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  • Опубликовано: 14 янв 2025

Комментарии • 96

  • @shatterednights6696
    @shatterednights6696 День назад +22

    Downtown Josh Brown. All day, All long.

  • @EtTuSilver
    @EtTuSilver День назад +10

    My word. Owen Lamont is an absolute beast. Great special episode here. This man needs to be on an upcoming TCAF like I need whiskey at a recital!

  • @Ryan_Tinney
    @Ryan_Tinney День назад +4

    Thank you for bringing us this discussion guys. Always a treat when an unexpected Compound show is released.

  • @eh7599
    @eh7599 День назад +10

    Interesting guest. Many good points made

  • @jamesamorello848
    @jamesamorello848 День назад +2

    “How long can number go up” - the day the gov stops printing money and respects honest economics 👍- at some level crypto has value, at the same time, it’s complicated, I probably know too much about economics. My comment serves to say you guys produce good content, thanks for continuing to do what you (The Compound) does, it’s fun to listen to you, and the guests, talk about business. Business is fun, business is good, people helping people is good.

  • @ibinvestor
    @ibinvestor День назад +9

    The only bad thing about this episode is that its being released JUST as I was planning on going to bed!
    Keeep it up guys, love your content! 💖💖😎😎

  • @dfawcett337
    @dfawcett337 День назад +8

    Downtown JB. No BS, explains things so everyone can understand

  • @Hawking1969
    @Hawking1969 День назад +8

    wow this was legendary interview. thanks Josh!

  • @leestack
    @leestack День назад +5

    Thank you, Josh and Owen.

  • @microgx9265
    @microgx9265 День назад +7

    Great convo. Enjoyed

  • @ThnkDfrnt
    @ThnkDfrnt День назад +12

    Proof of work vs Proof of stake. If you don't knownthe difference or the implications you will always fear the the boogie man that is "bitcoin II or bitcoin III"

    • @amarkmanpeters
      @amarkmanpeters День назад

      Thank you

    • @anothername2730
      @anothername2730 День назад

      We’ve also had BTC II and III with BTC Cash and BS Vision

    • @ThnkDfrnt
      @ThnkDfrnt 22 часа назад

      @@anothername2730 And which one is the longest chain with the most proof of work?

    • @danl.2346
      @danl.2346 17 часов назад +1

      Put another way: "And that's why this time really IS different!"

  • @martytayman9138
    @martytayman9138 День назад +3

    Wow! One of your very best Josh. Well done sir!

  • @MD97123
    @MD97123 8 часов назад +2

    Great listen for a Bitcoin faithful like myself.

  • @carpenoctom
    @carpenoctom 15 часов назад +1

    I love how he cant stop talking about Bitcoin, thanks sir!

    • @Miggy2j
      @Miggy2j 7 часов назад

      @carpenoctom So we have a tad further to go this cycle, Josh? 😅

  • @adijhamb528
    @adijhamb528 День назад +2

    Owen was great. need to have him on TCAF at some point

  • @H1ddentransmission
    @H1ddentransmission День назад +4

    We call you folks “future buyers”

  • @iyoub6931
    @iyoub6931 День назад +20

    40 minutes of shiting on crypto bros... music to my ears.

    • @erickarnell
      @erickarnell День назад +3

      Arguably the bigger bubble is in AI right now.

  • @johntakacs9460
    @johntakacs9460 День назад +3

    Josh was great on cnbc this morning the voice of reason

  • @Hibachi_Dru
    @Hibachi_Dru День назад +9

    Love to see the continued bearishness. “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria”. BTC has a long way to go

  • @semendx
    @semendx 10 часов назад +6

    Smart Investing Made Simple: Bitcoin as a Key to Retirement Planning....

    • @AudricEnriquez
      @AudricEnriquez 9 часов назад +1

      Many new tra-ders face challenges without proper guidance. I found success by learning from James Clark's expertise.

    • @elinabakunova
      @elinabakunova 9 часов назад

      I recently sold half my tech stock holdings due to all-time highs, leaving me with $400k. Should I invest in ETFs now or wait for a market correction considering potential inflation?

  • @franchiseinc503
    @franchiseinc503 11 часов назад +2

    2 10 20 years from now Josh Brown will still be saying the same thing and bitcoin will be at $5 million a coin. The same way he was saying it when it was only $5000.

  • @oneweirdtrick1464
    @oneweirdtrick1464 День назад +5

    "Dumb Money" extracting ealue via Crypto games is financial nihilism, but Hedge funds and sophisticated market participants extracting value from "dumb money" by any means necessary is fine? Ok, got it.

    • @oneyedman443
      @oneyedman443 День назад +1

      Exactly why they fear change. The old game working pretty good for them.

  • @Somellier6969
    @Somellier6969 День назад +2

    Re: BTC with Josh and his guest:
    "When the student is ready, the teacher will come."

  • @John-we9st
    @John-we9st День назад +3

    So buy nothing since everything is a bubble?

  • @lilar1598
    @lilar1598 День назад +2

    Bubble confirmed ✅ thxs yall

  • @oneyedman443
    @oneyedman443 День назад +10

    Truth. A whole lot of people do not understand Bitcoin. Present pod host and guest included. And to the guests point about how difficult and boring banking and finance are, Not really. Scarcity, fungibility, immutability , divisibility, portability are not difficult concepts. Nor are the concepts of deception, dilution, division, or debt( monetized). Finally, let's not obsess over " number go up" ...why not " number go down" as in the number of goods and services a USD will purchase over time. Would have been fun if the guest included with each historical quote, the actual purchasing power of a dollar today versus at the time of the quote. Nothing lasts forever, fellas. Nothing stays the same. Keep studying. Love all the Compound output. Great content, as always!

    • @glennmotto-c2v
      @glennmotto-c2v День назад +5

      you don't understand finance 101

    • @johnc3886
      @johnc3886 День назад

      @@glennmotto-c2v The 'Book of Satoshi' is strong :) but I agree with Soros that it makes sense to rush in along with the frenzy; just know how/when you're going get out.

  • @amarkmanpeters
    @amarkmanpeters День назад +3

    Love this guy! He should have studied advanced math and the network effect at MIT. Guys like him only help Bitcoin. Put him on with Fred Krueger 🙏

  • @GM4ThePeople
    @GM4ThePeople День назад +1

    "Owen Lamont" is an anagram for "No To Lawmen", "Wanton Mole", "Mewl At Noon", or if you prefer, "Male Wonton". o/

  • @colewalker1837
    @colewalker1837 День назад +5

    Bitcoin

  • @dangquesadilluhs
    @dangquesadilluhs День назад +9

    Two boomers that don't know shit about bitcoin try to tell us we are all wrong about bitcoin.

  • @BIgBass255
    @BIgBass255 День назад +1

    Around @34:00 can we agree that if the Fed would stop printing Trillions of dollars, it would have a huge affect on the Stock Market?

    • @oneyedman443
      @oneyedman443 День назад

      Most of the print coming from the fiscal side. On the monetary side the Fed is actually trying to play Hawk. But it is all folly. To print or not to print is no longer a viable choice. Printer on, until we transition to a sound money solution. Period. End of story.
      And the fed will fight sound money to the death. Sound money ends the central banks. In a hot second, poof, they all in the breadline. Many, many more people understand the fiat ponzi scheme with each and every passing hour. As an old fart, I quite relish being witness to the scrum. Soon, the great lie will be rendered un sellable. The monetary system will look very different in 10 years. Or less.

  • @heatwave101
    @heatwave101 День назад +7

    It's funny to watch you guys talking down bitcoin and its investors as if they're dumb, yet you failed to mention the 2007 great financial collapse of traditional finance and all the bagholders of that time.

  • @steplaland
    @steplaland День назад +3

    Frustrating thing with bitcoin bros is they say you don’t understand it and they do (bc they are making the money).

    • @johnc3886
      @johnc3886 День назад

      Several years ago when someone mentioned BTC to me, I felt it was a scam but I was willing to look into it; attended several crypto workshops hosted by intelligent people but I simply cannot get my head around it (then and today). Back then it skyrocketed to 20k/BTC...then collapsed to 4k/BTC and today it's around 93k/BTC. At the end, I figure that it makes sense to set aside a meaningful amount (otherwise it's not worthwhile) that is small enough that I won't be upset if I lost it. There are big money involved both from wealthy investors and institutions that's keeping crypto/BTC/ETH/solano legit. So...why not with $20-$25k ??!!!

    • @oneyedman443
      @oneyedman443 День назад +1

      Innovation happens fast. Legacy systems die slow.
      The arb is always running a zigzag pattern between.
      But Bitcoins institutional adoption was the closest thing to a mathematical certainty in a lifetime. I ain't no crypto bro. At all. But I sure as hell was banging on the door on 1/11/24. Biases must be conquered, or else one risks retiring with a bag full of EastmanKodak and GE.

    • @Unbedingt0815
      @Unbedingt0815 21 час назад

      Apparently it's like surgery!

  • @ashe2936
    @ashe2936 День назад +11

    definition of no-coiner cope

  • @Unbedingt0815
    @Unbedingt0815 21 час назад

    Nice. Chat GPT described this as: "Wozniak looking fellow who uses background plant to look funny and formula on whiteboard to look smart while interviewing Kevin James about crypto bubble"

  • @ohanes-w5x
    @ohanes-w5x День назад +1

    excellent, thank you so much

  • @djc283
    @djc283 День назад +1

    Josh was bullish in the morning now the market is on the verge of a bubble .
    Not the first time he has contradicted himself .

  • @eagle1ear
    @eagle1ear День назад +1

    Malcolm Gladwell in "The Tipping Point" has a relevance in this discussion (I think?)

  • @rodolfogomez2322
    @rodolfogomez2322 17 часов назад

    Time stamps please

  • @alazarabebe3414
    @alazarabebe3414 День назад +7

    Bitcoin is the exact opposite of nihilism. The bubble narrative is tired.

    • @alazarabebe3414
      @alazarabebe3414 День назад

      I usually wouldn’t comment on copers but this the Compound- one of my top 3 favorite RUclips channels. Don’t platform this guy anymore please.

  • @ctrl-shift-run8681
    @ctrl-shift-run8681 День назад

    Lots of meme stocks in robotics and quantum but some of them will be winners in 20 or 30 years. I suppose it was similar between investing in Microsoft or Microhard in the 80s.

  • @joannemeeks745
    @joannemeeks745 День назад +7

    A little uninformed on the BTC.

  • @chuckdiezel7652
    @chuckdiezel7652 15 часов назад

    This time is different!

  • @doublet__7417
    @doublet__7417 День назад +1

    "Money chases trailing returns" The justification for buying apple for last 3 years....basically a utility stock growth, with a buy back.....most overvalued stock in market

  • @seangrealish8741
    @seangrealish8741 День назад

    Owen "T.E. Lawrence" Lamont over here.

  • @Miggy2j
    @Miggy2j День назад +3

    You guys really need to bring on someone who truly understands the space. Yes, 99% of crypto is vapourware, but there is also very smart people building very interesting products. The comment about people not understanding bitcoin doesnt hold a lot of water imo, it's just a medium of exchange. I think of it as a better version of Gold and yet gold has a market cap of over 18 Trillion

  • @DUCATIPUNK
    @DUCATIPUNK 21 час назад

    If only there was a limited asset that could only be created by a cosmic event like collision of neutron stars, instead of a software programmer.

  • @persona_non_grata
    @persona_non_grata День назад

    That's Veblen Good, learned one

  • @causeceleb
    @causeceleb День назад

    Veblen Good named after economist Thorstein Veblen

  • @alexi2460
    @alexi2460 День назад

    Terrific. So often I think about some of these issues, listen to talking head and just hope my portfolio ( with minimal exposure to bitcoin product) doesnt collapse in old age. When hearing the crypto bro talk to interviewers with a kind of madness in his eyes spinning scenarios, I think, as one of Seth Meyer's comedics says "WHAT". Recently he said precious metal would become useless, I'm thinkin, duh go to any transmission facility in any industry, low tech high tech etc and see how much previous metal is used straight up or with alloys.

  • @bobthebuildaa
    @bobthebuildaa День назад +2

    Boring. At least challenge the guy on one of his points, or have someone on who can.

  • @matt.stevick
    @matt.stevick День назад

    thx 📈🇺🇸

  • @2023gainer
    @2023gainer День назад +3

    Everyone Loading the Tech Sector Dips. ?? Thumbs Up video/ comments. Thanks

  • @bmo8898
    @bmo8898 День назад +2

    cope harder…you could make same or similar arguments about any asset.

  • @glennmotto-c2v
    @glennmotto-c2v День назад

    good stuff

  • @CheyEG
    @CheyEG День назад

    33:10 ”what could stop number from going up? In this case FTX blowing up” FTX blowing up was almost exactly the bottom for BTC,.

  • @Flygal5
    @Flygal5 День назад

    The firm started in 1986… and survived

  • @jayman3575
    @jayman3575 День назад +1

    I guess i need to research more. My literacy with the US central banking system and brics seems just as bad as bitcoin. The influences and lobbying behind the decision to print money and devalue it i still don't understand. I don't like how few people can decide to print crazy amounts of money in a short period of time then boom the value of my money is that much worst. In the tech world we have a general philosophy, doing something the same way for a long time doesn't justify it as being a continued correct process.

    • @johnc3886
      @johnc3886 День назад

      I agree with your paragraph statement. Your last sentence epitomizes INTC...and is the showcase for madness. Do you agree ?

  • @vogtnavog3170
    @vogtnavog3170 День назад

    So profound 33:08

  • @jdgarcia1734
    @jdgarcia1734 День назад

    Steve blockchain is here not going nowhere 🎉

  • @themusic6808
    @themusic6808 День назад

    Top of the market is acting as an anchor. The top 10-15 names in the index aren’t actually egregiously valued when you account for their moat, margins and the fact they’re accounting for a large part of the markets growth lol Sure there’s some stupidity and speculation happening, but bubbles are forming around the bottom

  • @DarkLordJmac
    @DarkLordJmac День назад

    "Living on the Compound" was a poor turn of phrase Josh lmao

  • @midwestcannabis
    @midwestcannabis День назад +7

    1st like🎉🎉🎉🎉

  • @jerimiahjohnson9837
    @jerimiahjohnson9837 18 часов назад

    Minute 27: they make the cognitive dissonance argument. Yes, as Leon Festinger points out many in a group double down after a failed prophecy. But also finds the group does not survive multiple failed prophecies. BTC at 100k and 15+ years later still living; is it rubbish that will fail? Where does the label of cognitive dissonance rightly apply? Those who believe in the utility of btc or those who don’t?

  • @iambored9872
    @iambored9872 День назад

    Unapologetic crypto bro destruction during this episode. Love this.

    • @digilifepro
      @digilifepro 16 часов назад

      Tell me you missed ≤$10K BTC in '20, ≤$20K BTC in '21, ≤$16K BTC in '22, ≤$28K BTC in '23 and ≤$52K BTC in '24 without telling me you missed it.
      I mean $16K was one of the easier ones. No brainer 6x. From here it'll take $600k for that.
      See you back here 2026, same Bit Time, same Bit Channel. 🫡
      PS. That being said, bryptos are some of the worst, most toxic, cringe inducing incels since D&D in the 90s.
      Nevertheless, as an investor I'd argue it's more irresponsible NOT to take on one of these trades and get some level of exposure in line w your risk profile, than it is risky to avoid them all together.
      Cheers

  • @davidbeverly1369
    @davidbeverly1369 День назад +1

    Josh obviously doesn’t own any bitcoin. Lol

    • @TheCompoundNews
      @TheCompoundNews  День назад +3

      thereformedbroker.com/2017/07/18/i-bought-my-first-bitcoin/ 🤷

  • @robert95346
    @robert95346 День назад

    Josh thought all meme stocks are valued at $5B and GME is half of that, at 2.5B.
    GameStop is $13B and profitable. Keep calling it a meme stock, but it has $4.5B in cash and Q4 will make be very profitable (and profitable for the year).
    Not saying $13B is justified, but eventually you can’t call a profitable company a meme stock.
    If fartcoin can be $1B and doge $50B, let GME be $13B lol, at least it has cash and profits

  • @djhungzilla
    @djhungzilla День назад +7

    BTC and MSTR to the moon 🚀🚀🚀🚀