The Compound brings you the latest in business, investing, economics, finance, and much more! Michael Batnick, Downtown Josh Brown, Barry Ritholtz, Ben Carlson, and the rest of the gang upload new videos weekly!
Check out The Compound shop: www.idontshop.com
Learn more about Ritholtz Wealth: ritholtzwealth.com
Inclusion of advertisements by podcast sponsors 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 click here: ritholtzwealth.com/advertising-disclaimers/
Nothing we're doing here should be considered one on one financial advice. We are here to educate and invite you into the conversation. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures/
Пікірлер
🫡
This was great, thanks
Jill the Activist
I was at a Menlo Park restaurant today and a bagel was $26
Hey! I’m so sorry, had a family emergency hence couldn’t call you back right away. I do enjoy the roast though.
Good grief Batnick. 1% higher inflation is a burden imposed on 100% of the population. 1% higher unemployment affects 1 out of 100 people. *Of course* 1% extra inflation is worse. I'm shocked that anyone would argue otherwise.
Batnick pounding the table over inflation being "already at target" sounds exactly like Ben pleading for Powell to "just cut already." Makes me think inflation is about to spike again just like it did the previous time.
Mike is the best. Longtime listener. Thank you.
We sold at 1085... Oops! Lol
A can of soup is more than twice of expensive here in my supermarket, 40% more for coffee. Gasoline stays at elevated high prices. My energy bill is literally twice as expensive as 2 years ago etc, etc... . Are you guys feeling well?! You guys might have inhaled too much smoke from the hash pipe?! I'm not advocating fear mongering, but speaking as if everything is hunky dory is an insult too your audience.
Can you link the video where you talk about JEPI? I’d love to hear your opinions
Woo full episodes are back
Great show Jill! The episode brings to mind two sayings: 1) We have the best government money can buy, and 2) The Golden Rule; He with the gold makes the rules. Very interesting discussion on the role of government.
great guest
Great episode, good debate. My life needs this book
😃 แล้วแต่ ! คุณทำอะไรไว้กับใคร สิ่งนั้นจะให้คุณเป็นทวีคุณ จำไว้
Josh has some great one-liners, I need to count them on the next episode. Love the cold open and recommendations as the appetizer and dessert of these weekly feasts.
Saturday evening watch.Thanks everyone.
You guys are awesome 👏🏻 Thank you ❤
Jill 🔥🔥🔥
"It pays to be a contrarian" frfr straight bussin advice.
Nice public add to get 5.1% on the get out of cash episode
Very interesting conversation here!
How about you highlight the candidates that ARE fighting for change. Give us names. Give us hope.
What a fantastic guest! Bring her back.
Trust… Nobody gives a shit about your guises opinion when it comes to vehicles!
loved this discussion!!
Valid points were made for the reason why the economy has stayed strong w higher interest rates But I must agree with Josh Brown that the interest people are making on their money is causing a stimulus of its own!! Thereby resulting in increased spending by wealthier consumers.
I'm with you and Josh, and it shows why the individual and our government needs to be mindful of the amount of debt assumed.
I don’t think house prices will go down if interest rates go down. Maybe they just stay where they are for longer instead of increasing earlier because of anchoring.
The Asian bling or display of wealth seems to be the most elaborate of all races. It's mind-blowing sometimes the extent they get to.
Absolutely! I mean, have you seen some of those mega yachts and private islands they own? It's like they're living in a whole different world.
Huh? Have you ever heard of the term "iced out"? That's as American as it gets
Kyla is great bridging the business to the next generation. 🇺🇸👏🏻
👏🏼👏🏼👏🏼
Every show and episode on The Compound is top tier. Another great guest with Alicia Levine. Tom Lee revisit, when?
This is like saying being a slave is good because it toughens you up. Dumb ass take
Greed ! is the answer for title of this video. Soon the youth is going to embrace the idea of socialism because corporations are greedy buying single family homes as an example.😢Too much government involvement and high taxes…
Josh Brown is not that funny! J/k, he actually is! Tuesday's & Friday's compound r my go-to podcast! Great show as usual 👏
I graduated college in 1975. In three years I paid off my college debt 1/2 the cost of a state college, paid off my car loan, saved 10% for a house down payment and bought a house with a 7% mortgage and got married. I made $14,000 per year in a startup company. I could do that because at that time the state and federal government paid 75% of the cost of college. Today they pay 25% combined, the rest is on the student. Wealth inequality was much less at that time. There was a highly diverse manufacturing economy. Manufacturing jobs offered an opportunity for people to move up their status and job type. You could enter a plant with a high school diploma and wind up running the place. By 1980 the economy switched the focus to "economic efficiency" we outsourced everything we could, private equity took over, we cut taxes to encourage investment and it all went overseas. George Bush inherited a budget surplus so he cut taxes and fought a useless war all at the same time. The huge deficit was a gift to China. They could leverage their currency with our deficit. It will take 25 years to fix this because it took 40 years to screw it up. Joe Biden is on the right path. We are getting huge investments in the US right now. No one is aware because we have lived through 45 years of constant disinvestment. It is a new paradigm. He is doing this by providing money directly ---- this reduces the risk and hence the cost of capital. It draws in real private investment. Private equity raises the cost of capital substantially, destroying investment. Bidens approach is better than the traditional give a tax cut to the job creators bullshit. The job creators care nothing for the fellow Americans, they just want their efficiency.
You know what else didnt exist in the early 1900s? Practically anything, some manufactured textiles and a few machines were all that seperated those poor souls from the middle ages.
I love the Indian and South African accent when it says the word government. Not sure why it sounds way better
In bad times take on debt. In good times, like now, pay down debt.
In accounting terms, companies invest in capex when interest rates are low and they build up their cash position when interest rates are high. With a 5% hurdle rate who wouldn’t take the safe option?
I'm confused.
I swear this whole interview is “engagement bait.” After listening tip to tip. Well played compound Remove excessive government spending from that equation and our GDP numbers put us DEEP in the recession metrics. Period. Full effing stop. 🛑
Safety net used to be family and church.
Did they used to hand out penicillin in church?
Scarcity does not work....in India...I seen it
Nothing went wrong with Capitalism. The only problem is that we let people who have no idea and never lived in that system run amok with a notion of romanticism about socialism and communism.
Your actually uninformed enough in economics you believe you have seen capitalism 🤙
Governments supporting big capitalism is socialism now? Lololol
corporate welfare Queens Absofucnloootly
@@WanderingExistenceso you think government funding big Corporations is Capitalism 😂. That's the opposite of capitalism. Capitalism means essentially No ONE is Going to bail you out. You Are Free to make or Lose all the money you can. Hello
@@jluther1755 It's quite funny that you think capitalist will stay in the private sphere- there is no such thing a pure capitalism. Capitalists are motivated by profit, government is one of the highest ROIs. Corporatocracy is corrupt capitalism, but it's still capitalism. There is no PURE system, SillyWilly.
Good content as usual. Don't really agree with the theses of the author however.
There isn’t really agreeing. Young people are completely disillusioned with capitalism and many think socialism is the answer. They may not understand what it really means but it is a failure of our system to have so many people feel this way. They should grow up and once they start seeing their paycheck cut in half it tends to change people’s mind
Anyone who likes the idea of socialism has never actually lived under socialism.
Socialism is For The Corpratocracy not The Plebes. Bank bailouts corporate bailouts. All the corporations paying slave wages so the Government pays for food stamps and Medicare. That's not benevolence twords the workers it's Friggin socialism for the corporation. Now tell me again about people not understanding socialism. Besides countries Americans call capitalist Democracies like Isreali have universal Govt healthcare and guaranteed Housing 🤩😳🎭🐑🐑
Apparently factual responses to conjecture is Censored here.. socialism is For Corporations in America Obviously you Approve of Bank bailouts? corporate welfare money is Rampant. Tax money pays for the research to develop drugs then big pharma charges the tax payer double and Triple what they charge the rest of the world. Capitalism isn't broken it's Working exactly how the oligarchy wants it to work 🤩🎭🐑. Censor that.
I'm convinced most people don't know what socialism is and would just say "it's government doing things"... Which is completely false. Most "socialism" people think of is just government acting like a big capitalist.
@@WanderingExistence People think it’s government taking care of its people, but it’s really just government taking control of its people.
@@edhcb9359 You missed the point entirely. Just because feudalism was dominated by government doesn't mean feudal governments were socialist. With that example it should easy to see why that's the worst way to define socialism. Government being in control does not mean that it's socialism. _Socialism is a system of economic democracy._ There are various ideologies that want to create economic democracy with large governments (Leninism), and there are some ideologies that want to do economic democracy with smaller governments (democratic socialism), and there are some ideologies that want to do economic democracy with no government at all (anarchism). You may not think they matter in the real world but when it comes to definitions, it gets really ironic when you realize most anarchists are socialists and yet you guys want to talk about how socialism is defined as "big government". That's not the definition of socialism. The major through line of all socialistic ideologies is economic democracy.
A full length episode!