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!
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.
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?
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.
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.
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.
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.
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.
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 !
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
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)..
Regulators quietly closed Signature Bank of New York over the weekend, another failed regional bank (~$90B). FDIC took over citing concerns over liquidity risk.
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.
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.
@@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.
This episode is sponsored by Invesco QQQ. Learn more at www.invesco.com/qqq
When is josh brown gonna drop some bars on that intro instrumental? We need to hear the heat
The police sirens in the background is another reason why this is a legit NYC podcast. Like icing on the cake.
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.
SVB Collapsed + Josh in Home Alone Face would have been the perfect cover photo for today.
LOL
A million views instantly
The best financial podcast out there
Thank you!
Amazing how well you all cover this stuff as it unfolds live
Enjoy the everyday guy style of conversation. Keeping things as simple as possible for the average investor.
Love Joe man. He’s one of the superstar technicians I look up to out of a handful
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!
Great show…..Nicole,John,Duncan,Mike.Josh
Thanks Bill, have a nice weekend!
LET CARLETON FINISH
I agree with Josh. I think layoffs are just starting.
You don’t need to know how commodities are doing on an Australian dollar basis to manage your mom’s IRA 😂😂 great show 🎉🎉
Love that part too
Exactly what I needed this Friday afternoon!
This was a good one for sure.
Hello, really great show today (as usual)... Thanks everyone!
Thanks Steve!
Your BEST episode in a long while. Brilliant.
Another great episode. Big fan of Carleton -- seems like such a pleasant woman and I could listen to her for hours!
Never met a wealthy pessimist? - Sir have you heard of Stanley Druckenmiller before
Josh, Mike,
Another great show guys! Thanks!
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
Some of my favorite guests. Great episode!
Glad to hear Rob!
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.
great show this week
very entertaining
This was a great show, really enjoyed it!
Glad to hear it!
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?
AYO! Im a fan girl and geeking out all the content! Well done everyone,,,love the diverse content!
Phenomenal discussion. SuperJob 💪🏼🙏🏼
Loved everybodies input. They know stuff
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.
Josh and Michael are on point with this show. Thanks guys, great content.
Michael needs to do better or he needs to go
GOAT pod for finance, You crazy kids
I think Joe is one of my favorite guests yet.
JB needs to see the office building as half full
Great show today
Thanks Luis!
Great guests!
great episode as always
Top financial podcast.
Thanks, Ben!
I’m sure they are tight on time but I wish they would film on fridays
Great episode guys.
Thanks J!
I love these guests, have them more often.
perfect guests!
17.23 Sloth landing? Going Long! Love it!
Wait until these guys find out what happened today 😋
Great show.
Thanks Ryan!
Ep slaps from Australia
great chart work early w/ Joe etc
Great show guys
Now the broad way show attendance and costs help explain the exploding credit card debt
Great show
Appreciate it!
Everything is upgraded on the podcast except Michael’s wardrobe
Love these
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.
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.
Great show boys n girls
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?
It is 0 now. FDIC took them over Friday to liquidate.
Comment aged poorly 😂
Another great ep from compound crew! Any chance we can get the chart master Carter worth on the pod
Re-zoning idea was awesome!
Michael has to wear dingy T shirts because he spent all his money on a mud room renovation
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.
Silvergate capital headquarters is La Jolla, ca (San Diego, not SF)
Crazy times 😮
Where can we find banks exposure to long term bonds by bank ?
ESRT ex dividend on 3/14. Pick some up on Monday. I'm long the Josh Fund and short the Cramer! Get that dividend!
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.
Josh shut down Liesman on the Halftime today about SVB
Man for some reason your new videos are not coming up on my feed :(
23:50 is me every time I buy a new stock.
Can we bring back The FED shirt?
Isn't PYPL already in the financials sector of the SP?
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 !
Whayyyyy compound 🍺
Avenue Q is 🔥🔥🔥
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
$SBNY on watch 👀
Fahmy!
She should have stopped them at the VIX comment she was ready to educate on it
Nice
All star team
Yes yes yes 2008 redux
Batnik is main lining caffeine ! he is on x 2 speed on his speech
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
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)..
Flannel is British slang for what American's would call salesman's bullsh*t.
God bless
Ritholtz Carlton
Hey bro! Hindenberg din help ya all it seems.
Regulators quietly closed Signature Bank of New York over the weekend, another failed regional bank (~$90B).
FDIC took over citing concerns over liquidity risk.
ARKS space etf is almost only boring industrials so they know how to buy different stuff.
i heard sloth landing
Soros is really sharp as a trader
Can you guys invite Cramer?
You got to admire TA people explaining charts with absolute nonsense
@10:32 Michael is back🔥
🏦 🏃♀️ 🏃♂️ 🏃
Bullish on the intro - #buy rated.
Thanks Tom!
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.
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.
Michael talked too much. He thought he is the star of the show. Pretty annoying.
HA! Michael Batnick popped a couple of Addy's 🤫#FACTS
I mean it is his show.
You're kidding me, he was actually well behaved this episode lol
21 minutes in, when do they talk about SVB? But I am liking it so far
Please get the microphone closer to your guests. It comes through OK on YT, but not at all on the pod.
It's the same audio file.
@@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.
Rock of Ages is probably the worst show I have ever seen.
Bye bye zombies