Only Tesla and Toyota will Survive | TCAF 108
ฝัง
- เผยแพร่เมื่อ 15 มิ.ย. 2024
- On episode 108 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas to discuss: Q2 earnings, Moore's law, interest rates, the future of the automotive market, Steve Cohen, and much more!
Thanks to GraniteShares for sponsoring this episode. Visit www.Graniteshares.com to learn more about their single stock ETFs.
More from Nick:
www.datatrekresearch.com/
►00:00 - Cold Open
►12:51 - Intro
►13:41 - A Skydiving Story
►16:12 - Q2 Recap
►31: 53 - Moore's law and Innovation
►40:16 - Only Tesla and Toyota will Survive
►52:25 - International Equities
►58:24 - Tech Adoption
►01:01:48 - Steve Cohen
►01:09:48 - The Vix and the State of Volatility
►01:15:42 - Rolex Buys Bucherer
►01:19:05 - Favorites
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Thanks to GraniteShares for sponsoring this episode. Visit www.Graniteshares.com to learn more about their single stock ETFs.
Oh look how convenient. The only two car companies that are going to survive are American 🇺🇸
Nick is my favorite guest by far. Calm, level-headed and full of knowledge!
The only guest that Batnick does not interrupt.
what a nut🤣🤣 completely delusional. another "number go up" guy
I immediately tune in every time I see Nick Colas on the podcast
Nick Colas is No. 1 guest in TC&F!
no one provides better and clearer market insights and deliver wise advices than Nick does.
Josh and Michael are the best hosts of a financial podcast hands down. Nick Colas is the smartest guest they have had on the show. Bravo! Keep up the amazing work!!
You guys have lots of great guests, but I think Nick is the best. Guy is a tremendous listen
Nick really is the OG of your regular guests. A cut above!
Every Friday is like Christmas when The Compound and Friends is on.
this is so true
Why?! Because they shoot your eye out?!
@@michaelmiddleton3311 No. No eye lost yet. Josh doesn’t reveal who the guest is ahead of the show air date so its always a surprise. Josh Brown is Santa Claus. 🎅
Mike Waller! 🎉
@@cliffpeebles9705 The Cliff Master!Did you change your tag name?
Nick is my favorite guest that you've had. I've forwarded this (and his past interview) to others as reason to watch the compound. Realize you can't have him every time, but it's a treat.
Haven’t even started the episode, but Nick is on. Instant like. Now to sit back and enjoy…
Nick is absolutely one of your best guests. I think he speaks to the viewer with his level headed but big picture vision.
Thumbs up just for seeing Nick!
Nick is by far my favorite guest on TCAF, thanks for having him back again!
Been waiting for Nick to be back! Far too long 🎉
Just one of the best guests ever. I feel my brain physically expanding when he talks.
For those that missed the book recommendations. The 1st one was the Price of time by Edward Chancellor and the 2nd one is A history of Interest rates by Sidney Homer and Richard Sylla
Need a consolidated list of his recs….i know one was The Silk Roads by Peter Frankopan, anyone recall any others?
Colas is the guy. Glad he's back!
Best financial podcast of 2023
Guys, you out did yourself on this one. Nick is definitely one of the best guests possible. Brilliant show. Thank you so much.
Nick is the perfect guest for now!
A consistently great guest. Love when this guy is on, and looking forward to him putting out more of his own content.
Top Five guest, period. Nick is awesome! Glad to see him back.
This guy needs to be on much more often. Fantastic guest
Berkshire trimmed BYD, still holding majority of their position. Tesla’s future is remarkably bright.
The DataTrek morning brief is a must have!
One of the dopest episodes ever
Haven't watched in months but if Nick comes in I'll definitely tune in ❤
One of the best shows on your channel. Two thumbs up.
Your best guest ever is back. Niiiiiiiiiiiick!!!!!!!
The legend is back 🎉. Nick needs his own podcast.
Great guest! 🔝
Colas is the Great One
Nick Colas all day
The best part of Fridays
hits home
Nick is absolute class. Get him on more frequently
The best guest hands down
One of the most spectacular podcasts!
Nick is definitely my favorite guest.
Nick Colas!!! hype! get him in at least once every quarter.
(just started reading The Price of Time because of this episode)
What a great guest. Love his market insights and really enjoyed his convos on Cohen.
One of the top 3 shows. Nick is great!! Thanks, guys!! Have a good show. Maybe I will see you in my hood. Huntington Beach.
Great show! Always enjoy hearing your conversations with Nick.
Nick was awesome. Left me wanting to hear more. Thanks
Great episode! Nick gets you thinking every time.
This guy is a great guest on your show… nice job all!
Colas is the best. Always a great interview.
Nick Colas is superb!! Markets are not all about valuations but also about identifying and understanding new emerging trends, both positive and negative. Nick does this so well. Looking forward to hearing him again.
Consolidation in the auto industry is overdue. Especially since ever vehicle is a SUV or truck, and they all look the same. Great show as always. There is a reason Nick Colas is a fan favorite.
Always above amazing show with Nick!
One of the best guest!
The man, the myth, the legend Mr. Colas!
Nick is the best 🎉
One of the best guests I've listened to.
Don't agree with only two car companies surviving though.
Great question about international diversification from JB. Colas always a class act guess.
After two weeks of humble intelligent guests we were overdue for an episode like this.
Great Guest and Show once again.
Fantastic guest, him and Belski are the best in my opinion
I like JC Parets too.
So many terrific guests, but Nick Colas is my fave! I feel so much more enlightened now. Gonna watch this one twice.
I learned a few good things from Nick tonight. Bravo.
Cold open for 12 mins - solid
Nick is back!
This was amazing. Always feel smarter after the Friday C&Fs and especially with Nick on. Can't wait to forget everything over the weekend and make some more market mistakes on Monday. Here's to tryin though 🤣
Can you introduce the guest, do a recap of their prediction the last time they were on so I can decide to listen to the rest of show or not.
Top tier episode!!
Such a good episode, as always
This is as epic as The Dark Knight trilogy! Nick Colas is my favorite guest on TCAF!
Great show!
By far the BEST guest year after year-- Nick is like a futurist !!!!
Incredible show !
Great show
OMG that has to be for me one of the best guests/shows to date. I got so much out of that pod cast thanks Nick and the Compound team. Wishing you all the best for Future Proof hope you have a blast. 😊
Wow that auto-segment was BRUTAL! I don't see how the traditional OEM C-suite would be sleeping soundly after watching this. No wonder you bring Nick around Halloween season 😅
Very good episode 👏
Replace lost airpods every 3 months 😮 ; that's a good reason to stick to earphones.
Stellar show. Thanks so much.
1:26:07 amazing interview. Thanks!
Great show guys. Nick is a fantastic guest, really knowledgeable good to listen to 👍
I love Nicholas ❤❤❤
Best spent hour of my year.
Really good show 👏
The Compound is THEE best investment podcast out there. Love Josh and Michael.
BEST INTRO MUSIC AND GRACHPICS! A+
The Price of Time by Edward Chancellor, on it! Thanks guys! Great show per usual. 👏🏼
So good. Thanks guys.
Another great show - such great insights!
Nick Colas is deep and wise and a gentleman and scholar.❤
Love Nick Colas!
Nick is a great guest
The Best! Thanks guys! 🙌🙌🙌🙌🙌🙌🙌
Josh Brown is my number one guy on the Halftime report!
Mine too!
Cannot believe this video has only 62k views!
Thank you for the content
Y’all got a great show! Bring Ian Dunlap and Jc back for the new year
What a great episode… Nick is the best … you shd have him more frequently !! Karen finerman and Anastasia amarosso would be great candidate for the show too !!
Nick is a great guest. A little disturbed by the "there will only be 2 auto companies" but the fact that Ford and GM apparently don't make cars anymore is why I ended up getting a Toyota this spring (I didn't want a truck or SUV)
Great stuff…….
Truly brilliant guy
Nick is awesome
A top guest.
That Tesla chart at 46:12 is insane
great show and guest!
Thanks for watching!