Longest-Running Unsolved Mystery on Wall Street
ฝัง
- เผยแพร่เมื่อ 28 มิ.ย. 2024
- On this episode of What Did We Learn, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research. They discuss the market making new highs, "sell in May and go away", the longest-running unsolved mystery on Wall Street, earnings, venture capital, and much more!
For more from Nick and Jessica, check out the DataTrek TH-cam channel: @NickColasandJessicaRabe
And to learn more about DataTrek Research, visit the homepage here:
datatrekresearch.com/
►00:00 - Intro
►00:42 - New Highs
►11:39 - Sell in May and go away?
►17:22 - Longest-Running Unsolved Mystery on Wall Street
►28:17 - Venture Capital
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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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#thecompound #investing #stockmarket - บันเทิง
I know these don’t get the views/love as the other pods on this channel but let me say this crew delivers value! Invest in watching this. Trust
Thank you!
Totally. Exceptional analysis. These two are brilliant.
@@martytayman9138 Thank you!!
Nick and Jessica do such great work!!!!
Thank you!!
Love this segment! More pleez!
Great show, great guests .. insights on incremental cost creep / margin impact to achieve growth were great, thanks Nick!
Thank you, so glad you found it useful!
Great show guys. I always look forward to seeing Nick and Jessica. Thank you 👍
Thanks very much, we really appreciate your support!
This monthly show is one of the highlights for me please keep this and the quarterly earnings show going! Thanks Josh and DataTrek Team
Time in the market is indeed better than timing the market. Thanks for the great, informative show!
Thank you for watching!
There are many favorite guest on your shows we all enjoy and I think touching base with these two on a regular basis is one of the highlights of it all.
I’d say all your other shows give out daily/weekly insights which we all want. Then Nick and Jessica are like stepping back and giving us some big picture insights that are refreshing and meaningful.
I enjoy them both immensely.
Thank you so much for your kind words, we really appreciate your support and are so glad you find our insights useful!
Nick is the man
Nick and Jessica thank you for sharing your knowledge. Love listening to your brilliant work and wisdom on the market. Josh please keep inviting them on to share their views.
Thanks so much, we really appreciate your support!
~ 25 years since nabbing Finance & C.S. degrees--to carry on with then the leading semiconductor company and serious investing; I've stopped chasing Fidelity branch visits, watching Bloomberg / CNBC whilst biting nails and grinding teeth. Nick & Jessica here with Josh produce higher signal and lower noise per unit time than the alternatives. So appreciated you three. Carry on please! P.S. CNBC producers; let's hope you pay attention here for a complete refresh of your format and a return to form of sharing investible ideas. Thanks Josh and The Compound.
Thank you for watching and for your kind words!
We love you
Love the show! Would love it even more if Jessica was given more time to speak...
Thanks for watching!
Saw Nick and Jessica clicked like right away before watching the show😊
Thanks so much for your support!
Me too!
Nick is right, there is always something to worry about. As Roseanne Roseannadanna said, it’s always something. If it isn’t one thing - it’s another. You either got a toenail in your hamburger or toilet paper clinging to your shoe."
Just keep buying is what your saying, right Cliff?
@@michaelskyros8803 Michael, that is exactly what I'm saying. Like Cramer's sound board: Buy-Buy-Buy
Worked with Nick at CS First Boston. Best in the business.
Thank you!
Great show!!!!
Thank you!!
Nick and Jess! Nick and Jess!
🙏😃
These guys never miss.
Thank you!!
The goats
🙏😃
Teansmogify… wow. Great word Josh!
Transmogify
Key points on earnings and revenue growth. Very mid or end of cycle behavior
Terrific team and commentary!!
Thank you!!
Jessica & Nick are a brilliant team! Thank you for publishing your fine, thought provoking newsletter!
Thank you for your support!!
First time hearing transmogrify. Thought Josh made that word up for a second 🤣
Hey Josh! Could you please upload the opening tune on TH-cam? That’s sick!
Feed me info ℹ️
It's buffet in the back of my mind when i get too bullish... He's tapping me on the shoulder telling me to be careful.. Obviously i want to be bullish
Meanwhile vpoc moved up indicating distribution close to done.
Instant thumbs up!
Thank you for watching!
30:32
Wanna make money? Forget the word "sell".
Pacers in 5, batnick.
Let's involve Jessica in the conversation or not have her on next time please.
The chart at 13:26 is a chart-crime. You're comparing Jan-May (5-months) vs Jun-Oct (5-months) vs Nov-Dec (2-months). Not apples to apples. More like apples to apples to oranges.
chart misdemeanor at worst, chill out :) - Josh
Josh is out here committing mass murder
@jhovudu11 @TheCompoundNews That comparison proves our point even more, that November and December have a better average return in just 2 months than the 5 months between June - October. Regardless, it's better to be invested the entire year than staying out of the market during weaker seasonal periods when you can still make some incremental returns.
Just keep buying, but I am curious why September has been such a down market month over the last 20 years. Maybe everyone is sad summer is over?
@@michaelskyros8803I don't miss 100 degrees